Thompson Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

30 Monument Sq Ste 101, Concord, Massach...

Phone Number

(978) 287-5151

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Thompson Wealth Management

Lexington Wealth Management offers financial advisory services focusing on risk and investment management, wealth planning, and creating multigenerational financial strategies. They cater to women, entrepreneurs, and multigenerational families, helping clients navigate complex financial landscapes. The firm emphasizes connecting emotional and rational aspects of wealth management through events and resources aimed at empowering women. Their approach is designed to transform money from a source of anxiety into a source of strength.Explore more
Popular SearchesThompson Wealth Management LtdThompson Wealth ManagementTWM LtdSIC Code 62,628NAICS Code 52,523Show more

Thompson Wealth Management Org Chart

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KJ
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Director, Financial Services

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Intern - Financial Planning and Portfolio Man...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Thompson Wealth Managemen...

<$5M
1-10
Private
-
1991
KJ
Kindel JamesDirector, Financial Services
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
1987
RG
Randy GarciaFounder & CEO
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
-
Tomas Geoghegan, Founder & Private Wealth Advisor at Beacon Hill Private Wealth
Tomas GeogheganFounder & Private Wealth Advisor
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2004
David Gillespie, Founder & Managing Principal at DKG Financial
David GillespieFounder & Managing Principal
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Thompson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Thompson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thompson Wealth Management.

Thompson Wealth Management Tech Stack

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Frequently Asked Questions Regarding Thompson Wealth Management

What is Thompson Wealth Management's official website?
Thompson Wealth Management's official website is www.twmltd.com
What is Thompson Wealth Management's Revenue?
Thompson Wealth Management's revenue is <$5 Million
What is Thompson Wealth Management's SIC code?
Thompson Wealth Management's SIC: 62,628
What is Thompson Wealth Management's NAICS code?
Thompson Wealth Management's NAICS: 52,523
How many employees does Thompson Wealth Management have?
Thompson Wealth Management has 1-10 employees
What industry does Thompson Wealth Management belong to?
Thompson Wealth Management is in the industry of: Finance, Securities Trading
What is Thompson Wealth Management competition?
Thompson Wealth Management top competitors include: Sierra Pacific Financial Advisors, Wayne Firebaugh, The Investment Counsel, DKG Financial
What technology does Thompson Wealth Management use?
Some of the popular technologies that Thompson Wealth Management uses are: Enom DNS Hosting, Eploy, Smarsh, Engage ATS
How do I contact Thompson Wealth Management?
Thompson Wealth Management contact info: Phone number: (978) 287-5151 Website: www.twmltd.com
What does Thompson Wealth Management do?

Lexington Wealth Management offers financial advisory services focusing on risk and investment management, wealth planning, and creating multigenerational financial strategies. They cater to women, entrepreneurs, and multigenerational families, helping clients navigate complex financial landscapes. The firm emphasizes connecting emotional and ratio... nal aspects of wealth management through events and resources aimed at empowering women. Their approach is designed to transform money from a source of anxiety into a source of strength.Read More

Is Thompson Wealth Management a public company?
Thompson Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Thompson Wealth Management

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