RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Iowa
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 10, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SVANOE, BARBARA, JUNEIADVISORNA Control
SVANOE, PHILIP, HAROLDIADVISORNA Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control
THOMPSON, JAMES, WILLIAMICHIEF COMPLIANCE OFFICER; ADVISOR; MANAGERE Control

Registrations

Federal

IA
Jun 10, 2020 REGISTERED

Notice Filings (1)

IA

Address

6150 VILLAGE VIEW DRIVE
SUITE 101
WEST DES MOINES, IA 50266-5889
United States
Phone: 515-244-5141