Thryve Wealth Management

RIASEC Registered

Total AUM

$304M

Discretionary

$292M

96% of AUM

Avg account

$683K

Accounts

445

Employees

9

Advisory reps

6

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

FINTRX

Overview

Thryve Wealth Management is an independent, individual-owned RIA that provides fee-based wealth management and financial planning primarily for individuals and families. The firm is registered with the SEC (registered in 2025) and operates as a capital allocator, blending direct portfolio management with selection of outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting, and manager selection. Fee billing is a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities72%
Non-Exchange Traded Equities23%
State & Local Bonds2%

Owners & executives

3 of 3

Randol Curtis
Chief Investment OfficerCRD 2551404
Gary Dorfman
Founder & CEOCRD 1418742
Peter Resnick
Chief Financial OfficerCRD 8343502

Contacts

3 of 3

Eric Callahan
Director of Financial PlanningCRD 5881904
John Bell
Financial AdvisorCRD 6709012
Nicole Saragosa
Vice President, OperationsCRD 2546991

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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