# Thunderbird Wealth Management, Inc.

> Thunderbird Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 292892
- Filed as: THUNDERBIRD WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292892
- AdvisorCensus page: https://advisorcensus.com/firm/thunderbird-wealth-management-inc-292892

## Quick answers

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

**Is Thunderbird Wealth Management, Inc. registered with the SEC or a state?**
Thunderbird Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292892.

**How much does Thunderbird Wealth Management, Inc. manage?**
Thunderbird Wealth Management, Inc. reports $60,816,678 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Thunderbird Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (29); charitable organizations (1).

**Does Thunderbird Wealth Management, Inc. 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/292892

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,816,678
- Discretionary: $60,816,678
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $24,039,514 |
| High net worth individuals | 29 | $36,247,283 |
| Charitable organizations | 1 | $529,881 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tbirdwealth.com
- Facebook @thunderbirdwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thunderbird Wealth Management, Inc. (CRD 292892): Form ADV filing data as of October 2026.