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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| DISHONG, GEORGE, WILLIAM | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| GULINELLO, LEO, JOSEPH | I | DIRECTOR | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| RICHARDT, ANDREW, DAMIEN | I | VICE PRESIDENT OF FINANCIAL PLANNING | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | CLERK OF CORPORATION | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | CLERK OF CORPORATION | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | CLERK OF CORPORATION | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | CLERK OF CORPORATION | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | CLERK OF CORPORATION | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | SECRETARY | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, MARIANNE, MCDONALD | I | DIRECTOR | NA | |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CCO | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CCO | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CCO | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CCO | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, BRUCE, PRICE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| NEW, ANN, GARDNER | I | SHAREHOLDER | A | |
| NEW, ANN, GARDNER | I | SHAREHOLDER | A | |
| NEW, ANN, GARDNER | I | SHAREHOLDER | A | |
| NEW, ANN, GARDNER | I | SHAREHOLDER | A | |
| RAYEN, JAMES, WILSON | I | SHAREHOLDER | A | |
| RAYEN, JAMES, WILSON | I | SHAREHOLDER | A | |
| RAYEN, JAMES, WILSON | I | SHAREHOLDER | A | |
| RAYEN, JAMES, WILSON | I | SHAREHOLDER | A |
Registrations
Federal
IA
Mar 26, 2021 REGISTERED
Notice Filings (4)
CT MA NH NY
Address
30 MONUMENT SQUARESUITE 101
CONCORD, MA 01742
United States
Phone: (978) 287-5151