Investment adviser · CRD 147115
VALUE WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
THOMPSON CAPITAL MANAGEMENT, LLC
WEST DES MOINES, IA, United States · Form ADV filed Jun 10, 2020
- Regulatory AUM
- $75.9M Form ADV · Item 5.F
- Client accounts
- 353 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 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 | 29 | $56,259,648 | 74.1% |
| Individuals | 41 | $19,619,111 | 25.9% |
Filing source
Form ADV 1414452 · Jun 10, 2020 · 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 10, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
6150 VILLAGE VIEW DRIVE, SUITE 101WEST DES MOINES, IA, 50266-5889, United States
CRD 147115
Filing source
Form ADV 1414452 · Jun 10, 2020 · 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.