JT
Joshua S. Thompson
WEALTH IN YOURSELF LLC
PRINCETON, TX
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CRD#: 8034107
JT
Professional summary
Joshua Sydell Thompson is a registered financial advisor currently at WEALTH IN YOURSELF LLC located in Princeton, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Thompson Tax Group LLC; Non-investment related; Princeton, TX; Tax services; Owner; 01/2020; Approx. 160hrs/month devoted to this activity; Enrolled Agent offering tax planning and preparation services
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Sydell Thompson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 30, 2025 - Present
WEALTH IN YOURSELF LLC
RIA
CRD#: 322123
PRINCETON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/30/2025)
IAR
Massachusetts(4/10/2025)
IAR
Nevada(1/30/2025)
IAR
New York(1/30/2025)
IAR
Texas(1/30/2025)
Current Firm
WI
WEALTH IN YOURSELF LLC
WEALTH IN YOURSELF LLC
CRD#: 322123 / SEC#:
California
Registered Investment Advisory firm - (9/2/2022 Approved)Massachusetts
Registered Investment Advisory firm - (6/16/2023 Approved)Nevada
Registered Investment Advisory firm - (11/14/2024 Approved)New York
Registered Investment Advisory firm - (1/4/2023 Approved)Texas
Registered Investment Advisory firm - (1/5/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
195 Highway 50 Ste 317, Zephyr Cove, NV 89448
Mailing Address
Phone number
(415) 915-5948
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 2,320,687 |
Red Flags
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