THRIVE WEALTH MANAGEMENT, LLC

Overview

Thrive Wealth Management, LLC is an independent RIA that runs client portfolios largely through pooled public funds and liquid exchange-traded products while supplementing portfolios with third-party real estate allocations. The firm presents as a capital allocator: it constructs core exposures with mutual funds and ETFs, and uses external managers for alternative real estate investments when clients require non‑correlated or income-oriented holdings. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers; the firm also engages in insurance brokerage. Implementation leans toward indexed and fund-based solutions rather than high‑turnover individual stock strategies. That approach shows up in the firm’s custody and operational setup: the vast majority of assets are custodyed at Charles Schwab & Co., Inc., and most client relationships are managed on a discretionary basis, supporting model-driven and pooled-fund portfolio delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices