THRYVE WEALTH MANAGEMENT

Legal name: THRYVE WEALTH MANAGEMENT LLC

CRD 335920File 801-132749

APPROVED

Retail clients

Filing as of Apr 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$304.0M

Below cohort median (national)

Discretionary AUM

$292.0M

Non-discretionary $12.0M

Clients

445 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 9, 2025
Principal office: 523 CHAPALA STREET, SUITE 2, SANTA BARBARA, CA, 93101
Phone: 805-451-2909
Website: https://www.thryvewealthmanagement.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $304.0M
Discretionary AUM: $292.0M
Non-discretionary AUM: $12.0M
Discretionary accounts: 432
Non-discretionary accounts: 13
Total accounts: 445
AUM per client: $3.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$6.4M
High net worth individuals	58	$279.3M
Pension and profit sharing plans	Fewer than 5	$7.7M
Individuals (other than high net worth individuals)	26	$10.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

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: 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 11

This 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.