# Thoughtful Wealth Advisory

Thoughtful Wealth Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340039
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340039

## About

Thoughtful Wealth Advisory LLC is a state-registered investment adviser in Abiquiu, NM. It has one employee and one investment adviser. The firm is based in New Mexico.

## Questions

### Who runs Thoughtful Wealth Advisory?

No named principals or executives are publicly associated with Thoughtful Wealth Advisory. The firm's leadership is not disclosed in any public source or regulatory filing.

### What is the AUM of Thoughtful Wealth Advisory?

The firm has not disclosed its AUM. No third-party estimate is available.

### Does Thoughtful Wealth Advisory make direct investments?

There is no public record of direct investments or fund commitments by Thoughtful Wealth Advisory.

### What sectors does Thoughtful Wealth Advisory invest in?

No sector preferences or investment focuses are publicly known.

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Last updated: 2026-07-06T01:24:27.130Z

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