Overview
Assets Under Management: $1.3 billion
Headquarters: AUDUBON, PA
High-Net-Worth Clients: 268
Average Client Assets: $4 million
Frequently Asked Questions
THRIVE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168777), THRIVE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
THRIVE WEALTH MANAGEMENT, LLC is headquartered in AUDUBON, PA.
THRIVE WEALTH MANAGEMENT, LLC serves 268 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, THRIVE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THRIVE WEALTH MANAGEMENT, LLC manages $1.3 billion in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, THRIVE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.68
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,812
Discretionary Accounts: 2,791
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 168777
Filing ID: 2031401
Last Filing Date: 2025-12-03 12:01:00
Website: 1