← Directory
THRIVE WEALTH MANAGEMENT, LLC
CRD 168777File 801-108388
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.58B
Top 25% of cohort (national)
Discretionary AUM
$1.54B
Non-discretionary $39.6M
Clients
870
3,085 accounts
Employees
15
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 13, 2016
- Principal office
- 1000 MADISON AVENUE, SUITE 208, AUDUBON, PA, 19403
- Phone
- 215-376-5530
- Website
- HTTPS://WWW.THRIVEWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.58B
- Discretionary AUM
- $1.54B
- Non-discretionary AUM
- $39.6M
- Discretionary accounts
- 3,067
- Non-discretionary accounts
- 18
- Total accounts
- 3,085
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $15.6M |
| Charitable organizations | Fewer than 5 | $419K |
| High net worth individuals | 297 | $1.22B |
| Pension and profit sharing plans | Fewer than 5 | $895 |
| Individuals (other than high net worth individuals) | 568 | $342.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 814 | 870 | increased by56 |
| Apr 1, 2026 | AUM | $1,322,350,025 | $1,578,511,836 | increased by$256,161,811 |
| Apr 1, 2026 | Accounts | 2,812 | 3,085 | increased by273 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 15 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 582 | 814 | increased by232 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $773,338,258 | $1,322,350,025 | increased by$549,011,767 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,815 | 2,812 | increased by997 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 488 | 582 | increased by94 |
| Apr 1, 2022 | AUM | $556,429,572 | $773,338,258 | increased by$216,908,686 |
| Apr 1, 2022 | Accounts | 1,714 | 1,815 | increased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THRIVE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THRIVE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.