{
  "crd_number": 329306,
  "slug": "thoughtful-money-llc-reno-nv-329306",
  "primary_business_name": "THOUGHTFUL MONEY LLC",
  "legal_name": "THOUGHTFUL MONEY LLC",
  "dbas": [],
  "city": "Reno",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "39900",
  "metro": {
    "cbsa_code": "39900",
    "common_name": "Reno",
    "msa_name": "Reno, NV",
    "path": "/advisors/nv/reno"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-15",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "periodicals_newsletters"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "GA",
    "IA",
    "IL",
    "KS",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://thoughtfulmoney.com",
    "https://thoughtfulmoney.substack.com",
    "https://x.com/thoughtfulmoney",
    "https://youtube.com/@adam.taggart"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329306",
  "city_as_filed": "RENO",
  "url": "https://advisorcensus.com/firm/thoughtful-money-llc-reno-nv-329306",
  "display_name": "Thoughtful Money LLC",
  "summary": "Thoughtful Money LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 7, 2026.",
  "citation": "AdvisorCensus. Thoughtful Money LLC (CRD 329306): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Thoughtful Money LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Thoughtful Money LLC reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Thoughtful Money LLC located?",
      "a": "Thoughtful Money LLC's principal office is in Reno, NV, according to its Form ADV."
    },
    {
      "q": "Is Thoughtful Money LLC registered with the SEC or a state?",
      "a": "Thoughtful Money LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329306."
    },
    {
      "q": "How have Thoughtful Money LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Thoughtful Money LLC: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Thoughtful Money LLC report any disciplinary disclosures?",
      "a": "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/329306"
    },
    {
      "q": "What changed in Thoughtful Money LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in MD, MI."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2025-07-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-04-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in MD, MI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/thoughtful-money-llc-reno-nv-329306.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/329306",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}