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| Thrive Wealth Management LLC
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|---|---|
| CRD # | 168777 |
| SEC # | 801-108388 |
| CIK # | 0001847610 |
| AUM | $843.1 MM (2023-02-21) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 215-376-5530 |
| Address | 2650 Audubon Road Audubon, PA 19403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.1 | |
| MSFT | 1,918,222.4 | 6.1 | |
| SEIC | 7,489.2 | 5.8 | |
| JNJ | 465,600.2 | 2.9 | |
| PG | 338,108.9 | 2.4 | |
| V | 419,260.5 | 2.1 | |
| MRK | 232,371.9 | 2.1 | |
| GOOG | 1,482,566.4 | 2.1 | |
| PFE | 284,248.0 | 1.9 | |
| TMO | 209,733.6 | 1.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 150.3 |
| (b) Individuals (high net worth individuals) | 199 | 615.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,815 | 773.3 |
| By Discretionary | ||
| Discretionary | 1,793 | 730.2 |
| Non-Discretionary | 22 | 43.2 |
| Total | 1,815 | 773.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 773.3 | |
| Total | 1,815 | 773.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001847610] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dean Capital Management LLC
✚
|
KS | 0.8 |
|
TD Capital Management LLC
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|
TN | 0.8 |
|
F3Logic LLC
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|
MN | 0.8 |
|
Evolution Wealth Advisors LLC
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|
FL | 0.8 |
|
Dinuzzo Private Wealth Inc
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|
PA | 0.8 |
|
Monterey Private Wealth Inc
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|
CA | 0.8 |
|
Suncoast Equity Management LLC
✚
|
FL | 0.8 |
|
Mangham Associates Inc
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|
VA | 0.8 |
|
Signet Financial Management LLC
✚
|
NJ | 0.8 |
|
Hill Investment Group Partners LLC
✚
|
MO | 0.8 |