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Building 2THRYVE WEALTH MANAGEMENT

Map pinSANTA BARBARA, CA
Phone805-451-2909
NotebookSEC #801-132749
Total AUM
$304M
Employees
9
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
523 CHAPALA STREET
SUITE 2
SANTA BARBARA
CA 93101
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
805-451-2909
Other Offices
2

ReceiptFinancials

Total AUM
$304M
Accounts
445
Discretionary
$292M
Accounts
432
Non-Discretionary
$12M
Accounts
13

ContactClients

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Individual Clients
26
AUM
$10.6M
HNW Individual Clients
58
AUM
$279.3M
Pension/Profit Sharing Plan Clients
1
AUM
$7.7M
Charitable Organization Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHINHTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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