| 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 |
Thrive Wealth Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Thrive Wealth Management, LLC reports 15 employees.
Thrive Wealth Management, LLC is based in Audubon, PA and has been SEC-registered since 2016.
Thrive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.28B |
| Non-discretionary | $38.3M |
| Total (RAUM) | $1.32B |