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Thompson Private Wealth
Thompson Private Wealth provides investment management and strategic wealth planning and strives to be its clients' trusted advisor. The firm assists clients...
Overview
Thompson Private Wealth provides investment management and strategic wealth planning and strives to be its clients' trusted advisor. The firm assists clients with comprehensive financial advice and manages assets for individuals and families, offering investment management and financial planning services. It operates on a fee based platform.
General information
Firm type
RIA
Year founded
2005
Location
Country
United States
City
Sioux Falls
Principals
Ray Thompson
Founder, President & CEO
Stacey Thompson
Co-Founder, Vice President
Leslie Campbell
Operations Manager
Greg Robinson
Staff Accountant
Frequently asked questions
Does Thompson Private Wealth participate in fund commitments or only direct deals?
No information exists on whether Thompson Private Wealth commits to external funds, makes direct investments, or uses a hybrid model. No fund or deal activity has been publicly attributed to the firm (public record).
What investment stages does Thompson Private Wealth typically target?
Target investment stages have not been disclosed. Without any confirmed portfolio or strategy documents, stage preferences remain unknown (public record).
Which sectors does Thompson Private Wealth explicitly avoid?
No sector preferences or exclusions have been publicly stated by Thompson Private Wealth. The firm has not published any investment guidelines (public record).
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