RIA Intel›Advisers›Missouri›THOUSAND WEALTH MANAGEMENT LLC

THOUSAND WEALTH MANAGEMENT LLC

Advisory

CHESTERFIELD, MO

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$212K

across 72 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

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

15 clients

3 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 MO

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

ANDREW JAMES BAKER

$15M

THE CROWN ADVISORS, LLC

$15M

$15M

GUARDIAN INVESTMENT MANAGEMENT, LLC

$15M

MILLS BARRINGTON ADVISORS, LLC.

CHESTERFIELD, MO

$14M

PREMIER WEALTH ADVISORY SERVICES,INC.

CHESTERFIELD, MO

$14M

Get the full picture on THOUSAND WEALTH MANAGEMENT LLC

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

Create a free account →See plans