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Owner, Founder, CEO & CCO · Meta Wealth Advisory

Andrew L. Thompson

CRD 4565928 · Named on Form ADV at one SEC-registered adviser

At a glance

Meta Wealth Advisory, an SEC-registered wealth manager based in Timonium, MD with $172 million in regulatory assets, lists Andrew L. Thompson on its Form ADV as Owner, Founder, CEO & CCO, a control person.

Firms and roles

  • Meta Wealth AdvisoryOwner, Founder, CEO & CCOWealth manager · Timonium, MD · $172M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.