THRYVE WEALTH MANAGEMENT
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 335920
- Registered since
- May 9, 2025
- Website
- strive.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.87%
- Individuals3.49%
- Pension & Profit Sharing Plans2.54%
- Charitable Organizations2.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Thryve Wealth Management is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owned by an individual and operates as a capital allocator for individual and family clients, billing on a percentage-of-assets-under-management basis. Core advisory services include financial planning, portfolio management for individuals and smaller businesses as well as for institutional or business clients, pension consulting-type services, and selection of outside investment advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities72%
- Non-Exchange Traded Equities23%
- State & Local Bonds2%
Owners & executives
2 of 2RANDOL CURTIS
Chief Investment OfficerCRD 2551404
GARY DORFMAN
Founder & CEOCRD 1418742
Contacts
3 of 3Eric Callahan
Director of Financial PlanningCRD 5881904
Nicole Saragosa
Vice President, OperationsCRD 2546991
John Bell
Financial AdvisorCRD 6709012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 523 Chapala St
- Time zone
- PT (UTC-8)
- Office locations
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