Plan2thrive Financial, LLC
● SEC registered since 2025CRD 317005SEC# 801-132052Eldridge, IA
Reg. AUM
$147.5M
Employees
4
Accounts
766
Location
Eldridge, IA
Plan2thrive Financial, LLC assets under management
Plan2thrive Financial, LLC is an investment advisory firm registered with the SEC based in Eldridge, IA. The firm has been registered since 2025. It reports $147.5 million in regulatory assets under management and employs 4 people.
Plan2thrive Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jodi R Reid Control | Managing Partner | 50-75% | 2021 |
| Patrick Lee Reid Control | Managing Partner & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Plan2thrive Financial, LLC manage?
Plan2thrive Financial, LLC reports $147.5 million in regulatory assets under management on its Form ADV.
How many employees does Plan2thrive Financial, LLC have?
Plan2thrive Financial, LLC reports 4 employees.
Where is Plan2thrive Financial, LLC located?
Plan2thrive Financial, LLC is based in Eldridge, IA and has been SEC-registered since 2025.
Does Plan2thrive Financial, LLC disclose fund performance?
Plan2thrive Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 W Davenport St, Eldridge, IA 52748 |
| Phone | 563-323-5790 |
| Fax | 563-323-5920 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.5M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$147.5Mregulatory AUM
Discretionary $136.3MNon-discretionary $11.2M