Thrive Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Audubon, PA. Its latest Form ADV filing, dated March 9, 2026, reports $1.6B in regulatory assets under management, 15 employees, 1 office, and 3,085 accounts.
Assets Under Management
$1.6B
Employees
15
Offices
1 office
Total Clients
870
Primary office
AUDUBON, PA
1000 MADISON AVENUE, SUITE 208, AUDUBON, PA, United States
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
568
2
HNWI
34.1%
297
3
Corporations
0.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 9, 2026
Discretionary97.5%
$1.5B
97% of total RAUM97.5%
Non-discretionary2.5%
$40M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts3,085
10Y AUM Change+$1.4B (+610.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee58:1
10Y Employee Change+9 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.