THOMPSON WEALTH MANAGEMENT, LTD.
CRD #108313 SEC #801-39460 CONCORD, MA (978) 287-5151
SEC Registered
Total AUM
$310M
Discretionary
$308.4M
Employees
6
Clients
51
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $310M | $308.4M | $1.6M | 6 | 7 |
| Mar 2021 | $310M | $308.4M | $1.6M | 6 | 7 |
| Sep 2020 | $267.7M | $264.7M | $3M | 6 | 28 |
| Jun 2020 | $267.7M | $264.7M | $3M | 6 | 28 |
| Mar 2020 | $267.7M | $264.7M | $3M | 6 | 0 |
| Nov 2019 | $266.6M | $264M | $2.6M | 6 | 0 |
| Mar 2019 | $266.6M | $264M | $2.6M | 6 | 0 |
| Oct 2018 | $265.4M | $262.7M | $2.8M | 6 | 0 |
| Mar 2018 | $265.4M | $262.7M | $2.8M | 6 | 0 |
| Sep 2017 | $243M | $240.5M | $2.5M | 5 | 100 |
| Aug 2017 | $243M | $240.5M | $2.5M | 5 | 100 |
| Mar 2017 | $243M | $240.5M | $2.5M | 5 | 100 |
| Aug 2016 | $193.2M | $191M | $2.3M | 5 | 100 |
| Mar 2016 | $193.2M | $191M | $2.3M | 5 | 100 |
| Nov 2015 | $172.7M | $170.3M | $2.4M | 3 | 100 |
| Sep 2015 | $172.7M | $170.3M | $2.4M | 3 | 100 |
| Aug 2015 | $172.7M | $170.3M | $2.4M | 3 | 100 |
| Mar 2015 | $172.7M | $170.3M | $2.4M | 4 | 100 |
| Mar 2014 | $156.1M | $153.8M | $2.3M | 5 | 26 |
| Jul 2013 | $125.4M | $123.3M | $2.1M | 3 | 26 |
| Mar 2013 | $125.4M | $123.3M | $2.1M | 3 | 26 |
| Mar 2013 | $125.4M | $123.3M | $2.1M | 3 | 26 |
| Nov 2012 | $112.9M | $108.8M | $4.1M | 4 | 26 |
| Mar 2012 | $112.9M | $108.8M | $4.1M | 1 | 26 |
| Jul 2011 | $115.9M | $110.9M | $5M | 5 | -- |
| Jul 2011 | $115.9M | $110.9M | $5M | 5 | -- |
| Jun 2011 | $115.9M | $110.9M | $5M | 5 | -- |
| Apr 2011 | $115.9M | $110.9M | $5M | 5 | -- |
| Mar 2011 | $115.9M | $110.9M | $5M | 5 | -- |
| Mar 2007 | $76.5M | $67.3M | $9.3M | 5 | -- |
| Mar 2006 | $65.3M | $57.2M | $8.1M | 5 | -- |
| Mar 2006 | $65.3M | $57.2M | $8.1M | 5 | -- |
| Nov 2005 | $53.7M | $46.6M | $7.1M | 5 | -- |
| Jun 2005 | $53.7M | $46.6M | $7.1M | 5 | -- |
| Jul 2004 | $50.6M | $45M | $5.6M | 5 | -- |
| Apr 2004 | $50.6M | $45M | $5.6M | 5 | -- |
| Mar 2004 | $50.6M | $45M | $5.6M | 5 | -- |
DateMar 2021
Total AUM$310M
Discretionary$308.4M
Non-Disc.$1.6M
Employees6
Clients7
DateMar 2021
Total AUM$310M
Discretionary$308.4M
Non-Disc.$1.6M
Employees6
Clients7
DateSep 2020
Total AUM$267.7M
Discretionary$264.7M
Non-Disc.$3M
Employees6
Clients28
DateJun 2020
Total AUM$267.7M
Discretionary$264.7M
Non-Disc.$3M
Employees6
Clients28
DateMar 2020
Total AUM$267.7M
Discretionary$264.7M
Non-Disc.$3M
Employees6
Clients0
DateNov 2019
Total AUM$266.6M
Discretionary$264M
Non-Disc.$2.6M
Employees6
Clients0
DateMar 2019
Total AUM$266.6M
Discretionary$264M
Non-Disc.$2.6M
Employees6
Clients0
DateOct 2018
Total AUM$265.4M
Discretionary$262.7M
Non-Disc.$2.8M
Employees6
Clients0
DateMar 2018
Total AUM$265.4M
Discretionary$262.7M
Non-Disc.$2.8M
Employees6
Clients0
DateSep 2017
Total AUM$243M
Discretionary$240.5M
Non-Disc.$2.5M
Employees5
Clients100
DateAug 2017
Total AUM$243M
Discretionary$240.5M
Non-Disc.$2.5M
Employees5
Clients100
DateMar 2017
Total AUM$243M
Discretionary$240.5M
Non-Disc.$2.5M
Employees5
Clients100
DateAug 2016
Total AUM$193.2M
Discretionary$191M
Non-Disc.$2.3M
Employees5
Clients100
DateMar 2016
Total AUM$193.2M
Discretionary$191M
Non-Disc.$2.3M
Employees5
Clients100
DateNov 2015
Total AUM$172.7M
Discretionary$170.3M
Non-Disc.$2.4M
Employees3
Clients100
DateSep 2015
Total AUM$172.7M
Discretionary$170.3M
Non-Disc.$2.4M
Employees3
Clients100
DateAug 2015
Total AUM$172.7M
Discretionary$170.3M
Non-Disc.$2.4M
Employees3
Clients100
DateMar 2015
Total AUM$172.7M
Discretionary$170.3M
Non-Disc.$2.4M
Employees4
Clients100
DateMar 2014
Total AUM$156.1M
Discretionary$153.8M
Non-Disc.$2.3M
Employees5
Clients26
DateJul 2013
Total AUM$125.4M
Discretionary$123.3M
Non-Disc.$2.1M
Employees3
Clients26
DateMar 2013
Total AUM$125.4M
Discretionary$123.3M
Non-Disc.$2.1M
Employees3
Clients26
DateMar 2013
Total AUM$125.4M
Discretionary$123.3M
Non-Disc.$2.1M
Employees3
Clients26
DateNov 2012
Total AUM$112.9M
Discretionary$108.8M
Non-Disc.$4.1M
Employees4
Clients26
DateMar 2012
Total AUM$112.9M
Discretionary$108.8M
Non-Disc.$4.1M
Employees1
Clients26
DateJul 2011
Total AUM$115.9M
Discretionary$110.9M
Non-Disc.$5M
Employees5
Clients--
DateJul 2011
Total AUM$115.9M
Discretionary$110.9M
Non-Disc.$5M
Employees5
Clients--
DateJun 2011
Total AUM$115.9M
Discretionary$110.9M
Non-Disc.$5M
Employees5
Clients--
DateApr 2011
Total AUM$115.9M
Discretionary$110.9M
Non-Disc.$5M
Employees5
Clients--
DateMar 2011
Total AUM$115.9M
Discretionary$110.9M
Non-Disc.$5M
Employees5
Clients--
DateMar 2007
Total AUM$76.5M
Discretionary$67.3M
Non-Disc.$9.3M
Employees5
Clients--
DateMar 2006
Total AUM$65.3M
Discretionary$57.2M
Non-Disc.$8.1M
Employees5
Clients--
DateMar 2006
Total AUM$65.3M
Discretionary$57.2M
Non-Disc.$8.1M
Employees5
Clients--
DateNov 2005
Total AUM$53.7M
Discretionary$46.6M
Non-Disc.$7.1M
Employees5
Clients--
DateJun 2005
Total AUM$53.7M
Discretionary$46.6M
Non-Disc.$7.1M
Employees5
Clients--
DateJul 2004
Total AUM$50.6M
Discretionary$45M
Non-Disc.$5.6M
Employees5
Clients--
DateApr 2004
Total AUM$50.6M
Discretionary$45M
Non-Disc.$5.6M
Employees5
Clients--
DateMar 2004
Total AUM$50.6M
Discretionary$45M
Non-Disc.$5.6M
Employees5
Clients--