Thrive Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321608
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Thrive Investments, LLC is an independent, single‑owner registered investment adviser organized as an LLC that focuses on individuals, families and small business owners. Its advisory work centers on financial planning and discretionary portfolio management for individual and small‑business clients. The firm charges clients either a percentage of assets under management or fixed fees. Thrive does not identify itself as an ESG investor, it is not positioned as a multi‑state adviser, and it does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities10%
Owners & executives
1 of 1
Trevor Gailun
Chief Compliance OfficerCRD 3265997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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