|
⚲
|
| Thryve Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 335920 |
| SEC # | 801-132749 |
| CIK # | 0002113283 |
| AUM | $304.0 M (2026-04-15) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 805-451-2909 |
| Address | 523 Chapala Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grayscale Bitcoin MINI Trust BTC | 1.7 | ||
| Apple Inc | 1.4 | ||
| Nvidia Corp | 1.1 | ||
| Amazon Com Inc | 0.7 | ||
| MicroStrategy Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Tesla Motors Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 10.6 |
| (b) Individuals (high net worth individuals) | 58 | 279.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.7 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 304.0 |
| By Discretionary | ||
| Discretionary | 432 | 292.0 |
| Non-Discretionary | 13 | 12.0 |
| Total | 445 | 304.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.0 | |
| Total | 445 | 304.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002113283] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Future Finances Inc
✚
|
OH | 0.3 |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
Vestment Financial LLC
✚
|
MN | 0.3 |
|
Oakwood Capital Inc
✚
|
MN | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Signature Resources Capital Management LLC
✚
|
CA | 0.3 |
|
GBC Investment Group LLC
✚
|
0.3 | |
|
Guilbault Capital LLC
✚
|
LA | 0.3 |
|
Ceera Investments LLC
✚
|
0.3 |