RIA Intel›Advisers›Pennsylvania›THRIVE WEALTH MANAGEMENT, LLC

THRIVE WEALTH MANAGEMENT, LLC

Advisory

N·AUDUBON, PA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+28.7%

3-Year CAGR

+22.8%

Employees

11

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.5B

Non-Discretionary AUM$40M

Discretionary %97.5%

Total Clients814

Team

Total Employees11

Investment Advisers15

Employee Growth (1Y)+18.2%

Filing History

Total Filings on Record27

First FilingSep 6, 2016

Latest FilingMar 9, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THRIVE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.