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| Thrive Wealth Management LLC
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|
|---|---|
| CRD # | 168777 |
| SEC # | 801-108388 |
| CIK # | 0001847610 |
| AUM | $1.6 B (2026-03-09) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 215-376-5530 |
| Address | 1000 Madison Avenue Audubon, PA 19403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.9 | ||
| Nvidia Corp | 9.2 | ||
| Alphabet Inc | 9.2 | ||
| Microsoft Corp | 7.4 | ||
| SEI Investments Co | 6.5 | ||
| Amazon Com Inc | 6.2 | ||
| Johnson & Johnson | 5.7 | ||
| Alphabet Inc | 5.1 | ||
| Snowflake Inc | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 568 | 342.2 |
| (b) Individuals (high net worth individuals) | 297 | 1,220.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,085 | 1,578.5 |
| By Discretionary | ||
| Discretionary | 3,067 | 1,538.9 |
| Non-Discretionary | 18 | 39.6 |
| Total | 3,085 | 1,578.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,578.5 | |
| Total | 3,085 | 1,578.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001847610] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rollins Financial Advisors LLC
✚
|
GA | 1.6 |
|
Compass ION Advisors LLC
✚
|
PA | 1.6 |
|
Marshall Sterling Wealth Advisors Inc
✚
|
NY | 1.6 |
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.6 |
|
Credicorp Capital Advisors LLC
✚
|
FL | 1.6 |
|
Petersen Hastings Wealth Advisors Inc
✚
|
WA | 1.6 |
|
Calton & Associates Inc
✚
|
FL | 1.6 |
|
Brandywine Oak Private Wealth LLC
✚
|
PA | 1.6 |
|
Charter Oak Capital Management LLC
✚
|
NH | 1.6 |
|
Tyche Wealth Partners LLC
✚
|
TX | 1.6 |