RIA Intel›Advisers›Oregon›THISTLE WEALTH LLC

THISTLE WEALTH LLC

Advisory

CORVALLIS, OR

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$374K

across 48 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$17M

Non-Discretionary AUM$1M

Discretionary %93.4%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

ATHERTON INVESTMENT MANAGEMENT , LLC

$18M

HUNTER INVESTMENT SERVICES LLC

$18M

COMPASS PARTNERS LLC

PORTLAND, OR

$18M

WILD RIVERS FINANCIAL SERVICES, LLC

BROOKINGS, OR

$18M

TREELINE FINANCIAL PLANNING LLC

$18M

SOMERSET WEALTH MANAGEMENT, LLC

PORTLAND, OR

$17M

Get the full picture on THISTLE WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THISTLE WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans