Thompson Creek Wealth Advisors, LLC

EST. AUM
$83,696,105

CONTACTS

CLIENT ACCOUNTS
282

Firm Details

Metro area Baton Rouge
CRD Number 151363
Website thompsoncreekwealth.com
Client types

Overview

Thompson Creek Wealth Advisors, LLC is an independent, fee-only Registered Investment Adviser based in Baton Rouge, Louisiana, founded in 2009 and led by CEO Lance Paddock. The firm acts as a capital allocator for both individual and institutional clients — including individuals, trusts, estates, pension plans, and charitable organizations — managing approximately $83.7 million across roughly 58 client relationships. It provides comprehensive wealth advisory and financial planning alongside portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients, plus pension consulting and selection of other advisers. As a fee-only firm, it maintains no financial relationships with brokerage firms, fund companies, insurers, or money managers, deriving compensation solely from clients. Distinctively for its size, Thompson Creek serves as investment adviser, sponsor, general partner, and managing member to its own private funds (the Glide family of funds), and blends strategic and tactical asset allocation with fundamental and cyclical analysis to build customized portfolios.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Thompson Creek Wealth Advisors, LLC

Platform Details

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