Insights

Independent, fee-only Target Thompson Creek Wealth Advisors as a potential partner for high-trust, fee-only advisory solutions and compatible platform integrations that emphasize objective, client-centered outcomes without conflicts of interest.

Boutique scale Leverage opportunities to offer scalable tech, outsourced compliance, or marketing services tailored to small teams in boutique firms, emphasizing efficiency gains for a 2-10 employee advisory group.

Tech modernization Propose modernization offerings such as streamlined client portals, CRM, or digital onboarding to enhance service delivery, given their current web-based stack and common industry technology needs.

Growth potential Position solutions that support revenue diversification or cost containment as revenue sits in the $1M-$10M range, with a focus on scalable tools for growth and risk management.

Competitive landscape Highlight value-add services that differentiate a small, independent advisory from larger firms, such as enhanced succession planning, marketing differentiation, or boutique-grade security and data protection.

Similar companies to Thompson Creek Wealth Advisors

Thompson Creek Wealth Advisors Tech Stack

Thompson Creek Wealth Advisors uses 8 technology products and services including Joomla, Microsoft 365, MooTools, and more. Explore Thompson Creek Wealth Advisors's tech stack below.

  • Content Management System
  • MooTools
    Javascript Frameworks
  • SWFObject
    Miscellaneous
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Apache
    Web Servers

Thompson Creek Wealth Advisors's Email Address Formats

Thompson Creek Wealth Advisors uses at least 1 email format:
Thompson Creek Wealth Advisors Email FormatsExamplePercentage
First@thompsoncreekwealth.comJohn@thompsoncreekwealth.com
100%

Frequently Asked Questions

What is Thompson Creek Wealth Advisors's phone number?

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You can contact Thompson Creek Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Thompson Creek Wealth Advisors's official website and social media links?

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Thompson Creek Wealth Advisors's official website is thompsoncreekwealth.com and has social profiles on LinkedIn.

How much revenue does Thompson Creek Wealth Advisors generate?

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As of September 2026, Thompson Creek Wealth Advisors's annual revenue is estimated to be $1M - $10M.

What is Thompson Creek Wealth Advisors's NAICS code?

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Thompson Creek Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Thompson Creek Wealth Advisors have currently?

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As of September 2026, Thompson Creek Wealth Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Ceo: L. P., Partner: C. T. and Director Of Client Relations, Bcwa Client Services Manager, Rjfs: A. P. Explore Thompson Creek Wealth Advisors's employee directory with LeadIQ.

What industry does Thompson Creek Wealth Advisors belong to?

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Thompson Creek Wealth Advisors operates in the Financial Services industry.

What technology does Thompson Creek Wealth Advisors use?

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Thompson Creek Wealth Advisors's tech stack includes Joomla, Microsoft 365, MooTools, SWFObject, PHP, Google Analytics, GoDaddy and Apache.

What is Thompson Creek Wealth Advisors's email format?

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Thompson Creek Wealth Advisors's email format typically follows the pattern of First@thompsoncreekwealth.com. Find more Thompson Creek Wealth Advisors email formats with LeadIQ.

When was Thompson Creek Wealth Advisors founded?

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Thompson Creek Wealth Advisors was founded in 2009.
Thompson Creek Wealth Advisors logo

Thompson Creek Wealth Advisors

Financial ServicesLouisiana, United States2-10 Employees

Thompson Creek Wealth Advisors is a small team of wealth professionals that coordinates multiple facets of financial management. Based in Baton Rouge, Louisiana, the firm provides investment management, financial planning, risk management, and estate and tax planning services.

It operates on a fee-only model, with compensation coming exclusively from clients and without affiliations to brokerages, mutual funds, or insurance providers. By aligning advice with clients' goals and needs and coordinating the keystones of wealth planning, the firm aims to support ongoing financial security.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Thompson Creek Wealth Advisors's revenue is estimated to be in the range of $1M - $10M

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