Thompson Wealth Management, Ltd.

Thompson Wealth Management, Ltd. (CRD# 108313) is a financial advisory firm headquartered in Concord, MA. They manage $310,035,095 in 525 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $590,543
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
  • 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.

CT, MA, NH

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

Andrew Richardt (CRD# 2791051) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has over 23 years of experience in the finance industry.

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

Bruce Thompson (CRD# 1191893) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has over 38 years of experience in the finance industry.

3
Peter B. Sullivan
CRD#: 2696988
30 Monument Square, Suite 101, Concord, MA 01742

Peter Sullivan (CRD# 2696988) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has over 6 years of experience in the finance industry.

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