THOMPSON WEALTH SOLUTIONS, LLC
Legal name: META WEALTH ADVISORY
CRD #338023 SEC #801-134259 TIMONIUM, MD (410) 683-9263
SEC Registered
Total AUM
$130.5M
Discretionary
$130.5M
Employees
1
Clients
0
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $130.5M | $130.5M | $0 | 1 | 0 |
| Jul 2025 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0