Justin M. Lidholm

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CRD#: 7369185

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Justin Matthew Lidholm, who also goes by Justin Lidholm, was a registered financial professional .

Justin is a previously registered financial professional and started their career in finance in 2021. Justin had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Justin Lidholm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Meridian Wealth Management; Fayetteville, AR; Investment Related; Consultant to individuals on sale of business. ; Started 08/2021; Approximately 1 hours per month spent on this activity; Approximately 0 hour per month spent during securities trading hours. Entity will remain open into 2025 and then will be closed.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 2, 2024 - April 22, 2025

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

RIA

CRD#: 293532

BENTONVILLE, AR

Past

August 29, 2023 - September 16, 2024

WR WEALTH PLANNERS LLC

RIA

CRD#: 306951

Rogers, AR

Past

February 18, 2022 - June 1, 2023

ADVISOR ONE, LLC

RIA

CRD#: 169498

Johnson, AR

Past

April 28, 2021 - March 17, 2022

SIMPLICITY WEALTH

RIA

CRD#: 300572

Springdale, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

CRD#: 293532 / SEC#: 801-132212

RIA

Registered Investment Advisory firm - (4/8/2025 Approved)

Arkansas

Registered Investment Advisory firm - (5/19/2025 Terminated)

Missouri

Registered Investment Advisory firm - (5/10/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2021

Uniform Investment Adviser Law Examination

Current Firm

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

CRD#: 293532 / SEC#: 801-132212

RIA

Registered Investment Advisory firm - (4/8/2025 Approved)

Arkansas

Registered Investment Advisory firm - (5/19/2025 Terminated)

Missouri

Registered Investment Advisory firm - (5/10/2024 Approved)

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Contact information

Main Address

1110 Se 28th Street Suite 10, Bentonville, AR 72712

Mailing Address

Phone number

(479) 273-5333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THRASHER & CHAMBERS ADV PART 2A (4/7/2025)

Regulatory assets under management

Total Number of Accounts	400
AUM (Assets Under Management)	$ 100,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Justin M. Lidholm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

WR WEALTH PLANNERS LLC

ADVISOR ONE, LLC

SIMPLICITY WEALTH

Primary Firm SEC Registration

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2021

Current Firm

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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