Thistle Wealth Management, LLC

Overview

Thistle Wealth Management, LLC is a small, independent registered investment adviser focused on serving individual and family clients, and small businesses through financial planning and portfolio management. The firm operates under an owner-operated LLC structure and charges clients via a mix of percentage of assets under management, hourly fees and fixed fees. Investment activity skewed toward publicly traded equities and pooled vehicles; the firm identifies a clear preference for equity exposure and manages assets on a discretionary basis. Thistle does not present itself as a capital allocator to institutional private funds and is not positioned as an ESG-focused manager. Its advisory scope is concentrated on direct client relationships rather than institutional or pension work, which aligns with a boutique practice model that emphasizes tailored planning and portfolio oversight for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices