# Thoughtful Money

Thoughtful Money is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** thoughtfulmoney.com

## Regulatory record

- **CRD number:** 329306
- **SEC file number:** 801-131404
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329306

## About

Thoughtful Money LLC is an SEC-registered investment adviser in Reno, NV, registered since 2025. The firm has one employee and one investment adviser. It is based in Reno, NV.

## People

- Adam Taggart — Founder & CEO

## Questions

### Who runs investment decisions at Thoughtful Money?

Adam Taggart, the founder and CEO, serves as the chief architect of the firm's macro views and model portfolio frameworks. Taggart draws on his prior experience as President of Peak Prosperity, where he worked alongside Chris Martenson. The firm does not employ a multi-manager model; its investment committee effectively consists of Taggart and the expert network of external strategists he interviews regularly.

### Does Thoughtful Money manage outside capital?

No. Thoughtful Money is structured as a subscription-based financial research and media business, not a registered investment advisor managing discretionary client portfolios. The firm publishes model portfolios, but individual investors must execute their own trades. This structure keeps the firm outside the typical AUM reporting framework and avoids fiduciary conflicts often present in wealth management.

### How does Thoughtful Money source its macro research?

Research is sourced through a combination of Taggart's proprietary macro analysis and an extensive interview network that includes economists, hedge fund managers, and market strategists. The firm's daily video and written content functions as a curated, expert-driven intelligence feed rather than a quantitative firm generating proprietary algorithmic signals. This sourcing model relies heavily on Taggart's personal network built over a decade in financial media.

### What asset classes does Thoughtful Money typically cover?

Coverage spans public equities, bonds, precious metals (particularly gold and silver), energy commodities, and real estate. The firm's macro viewpoint frequently emphasizes hard assets as hedges against currency debasement and central bank policy risk. Thoughtful Money is known for recommending diversified portfolios that include significant allocations to gold, Treasury Inflation-Protected Securities, and defensive equity sectors during periods of perceived macro fragility.

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Last updated: 2026-06-03T20:00:00.000Z

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