This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2018
- Office Locations
- 1
Office Locations
About Thousand Wealth Management
Thousand CPA (Thousand Wealth Management) delivers year-round tax planning and accounting alongside wealth management for businesses, dental practices, and individuals. Their process centers on proactive, in-year check-ins to adjust estimates and plan deductions, paired with financial planning and portfolio construction using mutual funds, ETFs, and fixed income. Custody is primarily through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nicole Graul
Chief Compliance Officer, Managing Member
- CRD
- #7015240
- Ownership
- 50% but less than 75%
Matthew Ott
Partner
- CRD
- #7015763
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,263,075 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,263,075 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing