THRIVE WEALTH MANAGEMENT, LLC

AUDUBON, PA

215-376-5530

SEC #801-108388

Total AUM

$1.6B

Employees

Clients

872

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

1000 MADISON AVENUE
SUITE 208
AUDUBON
PA 19403
United States

Operating Hours

9:00 A.M. TO 5:00 P.M.
Monday - Friday

Phone

215-376-5530

Other Offices

Financials

Total AUM

$1.6B

Accounts

3,085

Discretionary

$1.5B

Accounts

3,067

Non-Discretionary

$39.6M

Accounts

Clients

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Individual Clients

568

AUM

$342.2M

HNW Individual Clients

297

AUM

$1.2B

Pension/Profit Sharing Plan Clients

AUM

$895

Charitable Organization Clients

AUM

$418.5K

Corporation or Business Clients

AUM

$15.6M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Compliance

Disclosures

None reported

State Registrations

CACTDCDEFLGAMAMDMINCNHNJNYPASCTXVA

Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.