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THRIVE WEALTH MANAGEMENT, LLC

CRD 168777 · SEC 801-108388

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1000 MADISON AVENUE, SUITE 208, AUDUBON, PA, 19403, United States

Phone

215-376-5530

Fax

215-376-5532

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.58B

Discretionary AUM

$1.54B

Team

15 total employees; 11 advisory reps; 19 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals568$342.2M
High net worth individuals297$1.22B
Corporations/business entities5$15.6M

States served

CA, DE, DC, GA, MD, MA, MI, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD