THRIVE WISE WEALTH
Firm details
- Headquarters
- HENDERSON, Nevada
- CRD number
- 295090
- Website
- www.thrivewisetax.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Thrive Wise Wealth operates as a Limited Liability Company, focusing on providing financial planning services and educational seminars. The firm is structured to offer a range of advisory activities, primarily targeting individual clients. While it does not actively engage in ESG investing, it has established itself as a resource for clients seeking financial guidance and education. The firm’s fee structure includes a combination of percentage-based fees on assets under management, hourly charges, subscription fees, and fixed fees, allowing for flexibility in how clients are billed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TROY ERWIN
Chief Executive OfficerCRD 3153770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HENDERSON, NV
CLARK
Location
HENDERSON, NV
Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 701 N Green Valley Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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