THOMPSON CAPITAL MANAGEMENT, LLC
Legal name: VALUE WEALTH MANAGEMENT LLC
CRD #147115 SEC #801-69158 WEST DES MOINES, IA 515-244-5141
SEC Registered
Total AUM
$75.9M
Discretionary
$59.1M
Employees
4
Clients
51
Accounts
353
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $75.9M | $59.1M | $16.8M | 4 | 1 |
| Mar 2020 | $86.1M | $72.8M | $13.4M | 4 | 1 |
| Mar 2019 | $90.6M | $72.4M | $18.2M | 4 | 0 |
| Mar 2018 | $100.5M | $81.9M | $18.7M | 4 | 0 |
| Mar 2017 | $106.2M | $70.2M | $36M | 4 | 26 |
| Mar 2016 | $98.8M | $63.9M | $34.9M | 4 | 26 |
| Mar 2015 | $101.4M | $63.6M | $37.8M | 4 | 26 |
| Mar 2015 | $101.4M | $63.6M | $37.8M | 4 | 26 |
| Apr 2014 | $94.6M | $49.2M | $45.4M | 4 | 26 |
| Mar 2014 | $94.6M | $49.2M | $45.4M | 3 | 26 |
| Mar 2013 | $98.8M | $39.6M | $59.3M | 4 | 26 |
| Apr 2012 | $96.6M | $27.5M | $69.1M | 1 | 26 |
| Mar 2011 | $89.8M | $26.2M | $63.6M | 5 | -- |
| Apr 2010 | $81.4M | $15M | $66.4M | 5 | -- |
| Apr 2009 | $51.5M | $0 | $51.5M | 5 | -- |
DateJun 2020
Total AUM$75.9M
Discretionary$59.1M
Non-Disc.$16.8M
Employees4
Clients1
DateMar 2020
Total AUM$86.1M
Discretionary$72.8M
Non-Disc.$13.4M
Employees4
Clients1
DateMar 2019
Total AUM$90.6M
Discretionary$72.4M
Non-Disc.$18.2M
Employees4
Clients0
DateMar 2018
Total AUM$100.5M
Discretionary$81.9M
Non-Disc.$18.7M
Employees4
Clients0
DateMar 2017
Total AUM$106.2M
Discretionary$70.2M
Non-Disc.$36M
Employees4
Clients26
DateMar 2016
Total AUM$98.8M
Discretionary$63.9M
Non-Disc.$34.9M
Employees4
Clients26
DateMar 2015
Total AUM$101.4M
Discretionary$63.6M
Non-Disc.$37.8M
Employees4
Clients26
DateMar 2015
Total AUM$101.4M
Discretionary$63.6M
Non-Disc.$37.8M
Employees4
Clients26
DateApr 2014
Total AUM$94.6M
Discretionary$49.2M
Non-Disc.$45.4M
Employees4
Clients26
DateMar 2014
Total AUM$94.6M
Discretionary$49.2M
Non-Disc.$45.4M
Employees3
Clients26
DateMar 2013
Total AUM$98.8M
Discretionary$39.6M
Non-Disc.$59.3M
Employees4
Clients26
DateApr 2012
Total AUM$96.6M
Discretionary$27.5M
Non-Disc.$69.1M
Employees1
Clients26
DateMar 2011
Total AUM$89.8M
Discretionary$26.2M
Non-Disc.$63.6M
Employees5
Clients--
DateApr 2010
Total AUM$81.4M
Discretionary$15M
Non-Disc.$66.4M
Employees5
Clients--
DateApr 2009
Total AUM$51.5M
Discretionary$0
Non-Disc.$51.5M
Employees5
Clients--