Investment adviser · CRD 338023
META WEALTH ADVISORY
Investment adviser filing (IA)
THOMPSON WEALTH SOLUTIONS, LLC
TIMONIUM, MD, United States · Form ADV filed Jun 9, 2026
- Regulatory AUM
- $172M Form ADV · Item 5.F
- Client accounts
- 333 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 50 | $155,135,154 | 90.2% |
| Individuals | 31 | $16,922,174 | 9.8% |
Filing source
Form ADV 2111463 · Jun 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1954 GREENSPRING DR, SUITE 310TIMONIUM, MD, 21093, United States
CRD 338023
Filing source
Form ADV 2111463 · Jun 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.