Broker Check

400 Corporate Pointe
Suite 595
Culver City, CA 90230


Total Wealth Management




Our team is staffed by skilled professionals with years of market experience under their belts. We take a “hands on” approach to investment planning that prioritizes getting to know our clients, learning about your dreams, goals, and values, and building strategies and portfolios that are custom designed versus pre-packaged investments. We are dedicated to providing sound guidance, expertise and customer care that our clients have learned to expect.

Collectively we hold licensing and certificates in Real Estate, Notarizations, Paralegal services, Life Coaching, Taxes, Estate Planning, Life Insurance, and Business Degrees with focuses in Marketing, Administration, and Psychology. We are dedicated to undergirding the vision of the founder and the firm and look forward to helping each of our clients make paradigm shifts in their thinking and their finances.

George founded Thompson Wealth Management in 2005 in order to put into practice the principles of objective, client-centered financial planning and financial stewardship. He started his career with Smith Barney and has over 20 years of...

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Dannete Wilkerson

Vice President, Operations & Marketing

(310) 319-5353

Shayna Malcolm

Concierge & Senior Client Liaison, Reception, Project Management & Client Services

Crystal Mozell

Stewardship Coordinator & Client Liaison, Project Management & Client Services

Beatrice Loza

Clerk and Concierge, Reception and Administrative Services

Julianne - Angelyne Lopez

Concierge, Reception, and Client Services

California, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Dakota, Ohio, Pennsylvania, South Dakota, Texas, Wisconsin