Andrew Lewis hollingsworth Thompson
Investment adviser representative at Meta Wealth Advisory
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$172.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Meta Wealth AdvisoryAug 2025 to now
- Thompson Wealth Solutions, LLC dba Meta Wealth AdvisoryJul 2025 to now
- Sc&h Financial Advisors, Inc.Mar 2008 to Jul 2025
- Sc&h Group, Inc.Mar 2008 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MD).
Meta Wealth Advisory
Legal name: Thompson Wealth Solutions, LLC
$172.1MAssets managed
81Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4565928
- Firm CRD
- 338023