# Thousand Wealth Management

> Thousand Wealth Management is a state-registered investment advisory firm in Chesterfield, MO, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 298906
- Filed as: THOUSAND WEALTH MANAGEMENT
- Legal name: Thousand Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298906
- AdvisorCensus page: https://advisorcensus.com/firm/thousand-wealth-management-chesterfield-mo-298906

## Quick answers

**How is Thousand Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Thousand Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Thousand Wealth Management located?**
Thousand Wealth Management's principal office is in Chesterfield, MO, according to its Form ADV.

**Is Thousand Wealth Management registered with the SEC or a state?**
Thousand Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298906.

**How much does Thousand Wealth Management manage?**
Thousand Wealth Management reports $15,263,075 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Thousand Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); corporations or other businesses not listed above (4); high net worth individuals (3).

**Does Thousand Wealth Management report any disciplinary disclosures?**
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/298906

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,263,075
- Discretionary: $15,263,075
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $6,142,431 |
| High net worth individuals | 3 | $8,562,341 |
| Corporations or other businesses not listed above | 4 | $558,303 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thousand.cpa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thousand Wealth Management (CRD 298906): Form ADV filing data as of October 2026.