THRIVE WEALTH MANAGEMENT, LLC

1000 Madison Avenue
Suite 208
Audubon, Pennsylvania 19403
Tel: 215-376-5530

About THRIVE WEALTH MANAGEMENT, LLC

THRIVE WEALTH MANAGEMENT, LLC, formally registered with the SEC as THRIVE WEALTH MANAGEMENT, LLC. The firm was established in 09/13/2016. They have over 2 offices throughout the country.

THRIVE WEALTH MANAGEMENT, LLC is a Audubon, Pennsylvania based Financial Planning firm with nearly $1,322,350,025 assets under management, offering retirement planning & investment advisory services to 2812 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168777
SEC#	801-108388
Assets Managed by Firm	$1,322,350,025
No. of Clients	2812
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2812	$1,322,350,025
Individuals (other than high net worth individuals)	522	$303,723,532
High net worth individuals	268	$1,000,699,723
Charitable organizations	Fewer than 5 clients	$192,138
Corporations or other businesses	6	$17,734,632

More Retirement Planning firms in Audubon, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Audubon, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.