Thrive Wealth Management, LLC
Firm details
- Headquarters
- Audubon, Pennsylvania
- CRD number
- 168777
- Registered since
- September 13, 2016
- Website
- thrivewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI77.3%
- Individuals21.68%
- Corporations / Businesses0.99%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Thrive Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC that registered with the SEC in 2016. The firm serves both individual/family clients and institutional accounts and describes itself as a capital allocator that uses third-party managers. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Thrive also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options, plus other fee structures. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds76%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
3 of 12
Michael Stanton
Financial PlannerCRD 5683245
Matthew Fatz
Financial PlannerCRD 4516534
Melissa Devlin
Financial PlannerCRD 6940436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$616M in ETFs
97%
$599M
2%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $196M | 5,450,080 | 31.77% |
Location
Audubon, PA
Montgomery
Location
Audubon, PA
Headquartered in Audubon, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1000 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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