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THRIVE RETIREMENT SPECIALISTS
Legal name: THRIVE RETIREMENT SPECIALISTS L.L.C.
CRD 310289File 801-129197
APPROVED
Retail clients
Filing as of Mar 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$303.9M
Below cohort median (national)
Discretionary AUM
$303.9M
Clients
70
411 accounts
Employees
2
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 8, 2023
- Principal office
- 220 S. MAIN ST., SUITE 321, ROYAL OAK, MI, 48067
- Phone
- (833) 217-9613
- Website
- http://www.thriveretire.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $303.9M
- Discretionary AUM
- $303.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 411
- Non-discretionary accounts
- 0
- Total accounts
- 411
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $303.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.