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THRYVE WEALTH MANAGEMENT

THRYVE WEALTH MANAGEMENT LLC

CRD 335920 · SEC 801-132749

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523 CHAPALA STREET, SUITE 2, SANTA BARBARA, CA, 93101, United States

Phone

805-451-2909

Fax

805-600-5128

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$304.0M

Discretionary AUM

$292.0M

Team

9 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

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

Client types

TypeClientsAUM
Individuals26$10.6M
High net worth individuals58$279.3M

States served

CA, WY, WA, TX, NH, HI, FL

All web addresses on file

Official SEC filing: View on IAPD