Thousand Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,704,772
Clients
11
Advisors
2
of 2 employees
About
Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and investment oversight for held-away retirement accounts to individuals, trusts, estates, small businesses and plan sponsors. The firm offers stand-alone financial planning as well as ongoing portfolio management and consulting for retirement plans and participants.
TWM typically implements portfolios using fundamental analysis and has contracted Rising Tide Wealth Advisory Solutions to manage model portfolios; the firm selects models based on each client’s objectives, risk tolerance and financial situation and continues to monitor suitability while sometimes managing accounts directly. For retirement accounts the firm acts as a fiduciary under applicable law and may include financial planning recommendations as part of its investment-management services at no extra charge when provided alongside portfolio oversight.
A distinctive feature is the affiliation with Thousand CPA Services, LLC: the firms share ownership, some clients receive tax and accounting services from the CPA affiliate, and clients are under no obligation to use those services. The brochure also notes that the firm’s principals are licensed CPAs who devote a majority of their time to the accounting practice and the firm maintains a small client roster, supporting frequent personal contact and individualized oversight.
Client services
Expertise
Fee options
Flat fee of $2,000 for stand-alone financial planning services
$0 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.0% $2,500,001 - $6,000,000: 0.80% $6,000,001 - $8,000,000: 0.70% $8,000,001 - $10,000,000: 0.60%
Minimum fee: $2,500 per quarter minimum fee, unless waived Fee-only: Flat fee of $2,000 for stand-alone financial planning services
Main office
663 Trade Center Blvd.
Chesterfield MO 63005
Advisors at this office
2
Most active in
Missouri
Also doing business as
Thousand Wealth Management · Thousand Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nicole G
Series 65
Chesterfield, MO
Thousand Wealth Management
Nicole Graul is a Series 65-licensed financial advisor with Thousand Wealth Management in Chesterfield, MO, with seven years of industry experience. She is also a CPA and Partner at Thousand CPA Services, where she devotes the majority of her time. Graul has been with Thousand Wealth Management since 2018 and has been involved with Thousand CPA Services since 2009. Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and oversight of held-away accounts to individuals, trusts, small businesses, and pension plans. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while offering both stand-alone planning and ongoing portfolio management.
Matthew O
Series 65
Chesterfield, MO
Thousand Wealth Management
Matthew Ott is a financial advisor with Thousand Wealth Management and holds a Series 65 designation. He has seven years of industry experience and previously worked at Martz and Wilson LLP for 13 years. Ott is also a CPA and partner at Thousand CPA Services, where he provides accounting and tax preparation services. Thousand Wealth Management offers financial planning, discretionary investment management, retirement plan consulting, and investment oversight to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses model portfolios managed by a third-party provider and maintains ongoing client contact while providing discretionary management where authorized.
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