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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Thrive Wealth Management LLC
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|---|---|
| CRD # | 168777 |
| SEC # | 801-108388 |
| CIK # | 0001847610 |
| AUM | $1.3 B (2025-02-13) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 215-376-5530 |
| Address | 1000 Madison Avenue Audubon, PA 19403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.6 | ||
| Microsoft Corp | 10.6 | ||
| Nvidia Corp | 6.5 | ||
| Alphabet Inc | 6.1 | ||
| Amazon Com Inc | 4.5 | ||
| Johnson & Johnson | 3.7 | ||
| LOAR Holdings Inc | 3.5 | ||
| SEI Investments Co | 3.5 | ||
| VISA Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 522 | 303.7 |
| (b) Individuals (high net worth individuals) | 268 | 1,000.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 17.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,812 | 1,322.4 |
| By Discretionary | ||
| Discretionary | 2,791 | 1,284.1 |
| Non-Discretionary | 21 | 38.3 |
| Total | 2,812 | 1,322.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,322.4 | |
| Total | 2,812 | 1,322.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001847610] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Austin Private Wealth LLC
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|
TX | 1.3 |
|
Edgemoor Investment Advisors Inc
✚
|
MD | 1.3 |
|
Compass ION Advisors LLC
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|
PA | 1.3 |
|
Adamo Capital Family Office LLC
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|
FL | 1.3 |
|
Serenus Wealth Advisors LLC
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|
CA | 1.3 |
|
Ascent Wealth Partners LLC
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|
NY | 1.3 |
|
MJP Associates Inc
✚
|
CT | 1.3 |
|
CCM Investment Advisers LLC
✚
|
SC | 1.3 |
|
Legacy Capital Wealth Partners LLC
✚
|
AR | 1.3 |
|
Rossmore Private Capital LLC
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|
CT | 1.3 |