HT
HT

Haleigh Paige Thompson

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

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Location

2832 South Meridian, Suite 201, Puyallup, WA, 98373

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwest Asset Management
August 2025 - Present · 6 mos
Previous Registrations
Investors Portfolio Services LLC
March 2024 - August 2025 · 1 yr 5 mos
Fortune Financial Services, INC.Broker
January 2023 - December 2023 · 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Haleigh Paige Thompson - Financial Advisor | TrueAdvisor