Thryve Wealth Management

RIASEC Registered

Total AUM

$304M

Discretionary

$292M

96% of AUM

Avg account

$683K

Accounts

445

Employees

Advisory reps

Firm details

Headquarters: Santa Barbara, California
CRD number: 335920
Registered since: May 9, 2025
Website: strive.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI91.87%
Individuals3.49%
Pension & Profit Sharing Plans2.54%
Charitable Organizations2.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thryve Wealth Management LLC is an independent, fee-based registered investment adviser that registered with the SEC in 2025. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, offering financial planning and portfolio management across individual, small-business and institutional client segments. Advisory services listed include pension consulting and selection of other advisers, indicating a role that can extend beyond discretionary portfolio management into manager selection and consulting. The business model is percentage-of-AUM fees and the firm reports active allocation to third-party managers. Thryve does not identify as an ESG investor in the available data.