Thompson Wealth Management, Ltd.

Thompson Wealth Management, Ltd. (CRD# 108313) is a financial advisory firm headquartered in Concord, MA. They manage $193,218,899 in 452 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $427,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, NY

Financial Advisors at Thompson Wealth Management, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Andrew D. Richardt
CRD#: 2791051
30 Monument Square, Suite 101, Concord, MA 01742
93
Wealthminder
score

Andrew Richardt (CRD# 2791051) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has over 18 years of experience in the finance industry.

2
Bruce P. Thompson
CRD#: 1191893
9 Pond Lane, 1f, Concord, MA 01742
93
Wealthminder
score

Bruce Thompson (CRD# 1191893) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has over 33 years of experience in the finance industry.

3
Jordan A. Gentile
CRD#: 6344190
30 Monument Square, Suite 101, Concord, MA 01742
87
Wealthminder
score

Jordan Gentile (CRD# 6344190) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.