{
  "crd_number": 340188,
  "slug": "thatcher-wealth-management-grand-rapids-mi-340188",
  "primary_business_name": "THATCHER WEALTH MANAGEMENT",
  "legal_name": "THATCHER WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-03-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://facebook.com/people/Thatcher-Wealth-Management/61579262532686",
    "https://linkedin.com/company/thatcher-wealth-management",
    "https://thatcherwm.com",
    "https://youtube.com/@WilliamThatcherWM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340188",
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/thatcher-wealth-management-grand-rapids-mi-340188",
  "display_name": "Thatcher Wealth Management",
  "summary": "Thatcher Wealth Management is a state-registered investment advisory firm in Grand Rapids, MI, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Thatcher Wealth Management (CRD 340188): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Thatcher Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Thatcher Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Thatcher Wealth Management located?",
      "a": "Thatcher Wealth Management's principal office is in Grand Rapids, MI, according to its Form ADV."
    },
    {
      "q": "Is Thatcher Wealth Management registered with the SEC or a state?",
      "a": "Thatcher Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340188."
    },
    {
      "q": "How much does Thatcher Wealth Management manage?",
      "a": "Thatcher Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026."
    },
    {
      "q": "Does Thatcher Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340188"
    },
    {
      "q": "What changed in Thatcher Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 3 to 2."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/thatcher-wealth-management-grand-rapids-mi-340188.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340188",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}