Thrive Wealth Management, LLC
● SEC registered since 2016CRD 168777SEC# 801-108388Audubon, PA
Reg. AUM
$1.58B
Employees
15
Accounts
3,085
Location
Audubon, PA
Thrive Wealth Management, LLC assets under management
Thrive Wealth Management, LLC is an investment advisory firm registered with the SEC based in Audubon, PA. The firm has been registered since 2016. It reports $1.6 billion in regulatory assets under management and employs 15 people.
Thrive Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Anthony Ptaszenski Control | Managing Member/Chief Compliance Officer | 50-75% | 2013 |
| Stephen Philip Erfle Control | Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does Thrive Wealth Management, LLC manage?
Thrive Wealth Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Thrive Wealth Management, LLC have?
Thrive Wealth Management, LLC reports 15 employees.
Where is Thrive Wealth Management, LLC located?
Thrive Wealth Management, LLC is based in Audubon, PA and has been SEC-registered since 2016.
Does Thrive Wealth Management, LLC disclose fund performance?
Thrive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Madison Avenue, Suite 208, Audubon, PA 19403 |
| Phone | 215-376-5530 |
| Fax | 215-376-5532 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1847610 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.58B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.58Bregulatory AUM
Discretionary $1.54BNon-discretionary $39.6M