Thrive Wealth Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.6B
Discretionary
$1.5B
97% of AUM
Avg account
$512K
Accounts
3,085
Employees
15
Advisory reps
11

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

FINTRX

Overview

Thrive Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed in 2016 and organized as an LLC. The firm serves both individual and institutional clients and acts as a capital allocator, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Thrive also offers pension consulting services and the selection of other advisers. Beyond advisory work, the firm operates as an insurance broker. Thrive reports that it is not an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 13%, Cash & Cash Equivalents 6%, State & Local Bonds 3%, US Government Bonds 1%, Private Funds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents6%
  • State & Local Bonds3%
  • US Government Bonds1%

Contacts

3 of 11
  • Michael Stanton

    Michael Stanton

    Financial PlannerCRD 5683245

  • Matthew Fatz

    Matthew Fatz

    Financial PlannerCRD 4516534

  • Melissa Devlin

    Melissa Devlin

    Financial PlannerCRD 6940436

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 81

Active vs passive

$608M in ETFs

Passive

97%

$589M

Active

2%

$18.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$189M869,14331.17%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Valley Forge Investment Consultants, Inc.

RIA

Audubon, PA

AUM $3.5BTEAM 16REPS 17

Vfpe Advisors LLC

RIA

Audubon, PA

AUM $196MTEAM 6REPS 4

Inverness Graham Investments, Inc.

RIA

Wayne, PA

AUM $1.6BTEAM 36REPS 4

Brandywine Oak Private Wealth LLC

RIA

Kennett Square, PA

AUM $1.6BTEAM 15REPS 10

Compass Ion Advisors, LLC

RIA

Conshohocken, PA

AUM $1.6BTEAM 24REPS 17

Abundance Wealth Counselors, LLC

RIA

State College, PA

AUM $1.6BTEAM 30REPS 13
More RIAs in Audubon →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth