AdvisorCensus / Financial advisors / Maryland / Baltimore / Meta Wealth Advisory
Meta Wealth Advisory
Filed as META WEALTH ADVISORY · Legal name Thompson Wealth Solutions, LLC
Meta Wealth Advisory is an SEC-registered investment advisory firm in Timonium, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.
Quick answers
From the filingHow is Meta Wealth Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Meta Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Meta Wealth Advisory located?
Meta Wealth Advisory's principal office is in Timonium, MD, according to its Form ADV.
Is Meta Wealth Advisory registered with the SEC or a state?
Meta Wealth Advisory is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338023.
How much does Meta Wealth Advisory manage?
Meta Wealth Advisory reports $172,057,328 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).
What types of clients does Meta Wealth Advisory serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (31).
Which custodians does Meta Wealth Advisory use?
Meta Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Meta Wealth Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338023
What changed in Meta Wealth Advisory's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $130,531,149 to $172,057,328 (+32%). Registered or notice-filed in FL, PA, VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated June 9, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$172,057,328 as of October 2026, filing dated June 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Thompson Wealth Solutions, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $130,531,149 to $172,057,328 (+32%).
- Registered or notice-filed in FL, PA, VA.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meta Wealth Advisory (CRD 338023): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meta-wealth-advisory-timonium-md-338023