{
  "crd_number": 151363,
  "slug": "thompson-creek-wealth-advisors-151363",
  "primary_business_name": "THOMPSON CREEK WEALTH ADVISORS",
  "legal_name": "THOMPSON CREEK WEALTH ADVISORS",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2009-10-13",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 83696105.0,
  "raum_discretionary": 21396797.0,
  "raum_non_discretionary": 62299308.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 3999088.0,
      "count": 22
    },
    "insurance_companies": {
      "raum": 9244115.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 351909.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 38556972.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": 31544021.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/THOMPSON-CREEK-WEALTH-ADVISORS",
    "https://linkedin.com/IN/LANCEPADDOCK",
    "https://thompsoncreekwealth.com",
    "https://twitter.com/THOMPSONCREEKW"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151363",
  "listing_state": "LA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/thompson-creek-wealth-advisors-151363",
  "display_name": "Thompson Creek Wealth Advisors",
  "summary": "Thompson Creek Wealth Advisors is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. Thompson Creek Wealth Advisors (CRD 151363): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Thompson Creek Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Thompson Creek Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Is Thompson Creek Wealth Advisors registered with the SEC or a state?",
      "a": "Thompson Creek Wealth Advisors is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151363."
    },
    {
      "q": "How much does Thompson Creek Wealth Advisors manage?",
      "a": "Thompson Creek Wealth Advisors reports $83,696,105 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (26% discretionary)."
    },
    {
      "q": "What types of clients does Thompson Creek Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (22); pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Thompson Creek Wealth Advisors 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/151363"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/thompson-creek-wealth-advisors-151363.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 3999088.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 38556972.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 31544021.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 351909.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 9244115.0
    }
  ],
  "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/151363",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
