Thrive Retirement Specialists L.L.C.
● SEC registered since 2023CRD 310289SEC# 801-129197Royal Oak, MI
Reg. AUM
$303.9M
Employees
2
Accounts
411
Location
Royal Oak, MI
Thrive Retirement Specialists L.L.C. assets under management
Thrive Retirement Specialists L.L.C. is an investment advisory firm registered with the SEC based in Royal Oak, MI. The firm has been registered since 2023. It reports $303.9 million in regulatory assets under management and employs 2 people.
Thrive Retirement Specialists L.L.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Robert Watson Control | President And Cco | Over 75% | 2020 |
Frequently asked questions
How much does Thrive Retirement Specialists L.L.C. manage?
Thrive Retirement Specialists L.L.C. reports $303.9 million in regulatory assets under management on its Form ADV.
How many employees does Thrive Retirement Specialists L.L.C. have?
Thrive Retirement Specialists L.L.C. reports 2 employees.
Where is Thrive Retirement Specialists L.L.C. located?
Thrive Retirement Specialists L.L.C. is based in Royal Oak, MI and has been SEC-registered since 2023.
Does Thrive Retirement Specialists L.L.C. disclose fund performance?
Thrive Retirement Specialists L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 S. Main St., Suite 321, Royal Oak, MI 48067 |
| Phone | (833) 217-9613 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$303.9M▲ 45%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$303.9Mregulatory AUM
Discretionary $303.9M