THRIVE WISE WEALTH

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
HENDERSON, Nevada
CRD number
295090
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TROY ERWIN

    Chief Executive OfficerCRD 3153770

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth