Thrive Wealth Management, LLC
Thrive Wealth Management, LLC (CRD# 168777) is a financial advisory firm headquartered in Audubon, PA. They manage $1,085,409,223 in 2,547 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management1,085MILLION
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Total Number of Accounts2,547ACCOUNTS
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Average Account Value$426,152
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
Melissa Devlin (CRD# 6940436) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has 1 year of experience in the finance industry.
Matthew Donahue (CRD# 6429725) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 9 years of experience in the finance industry.
Stephen Erfle (CRD# 4845587) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 19 years of experience in the finance industry.
Matthew Fatz (CRD# 4516534) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 21 years of experience in the finance industry.
Loretta Hutchinson (CRD# 5490081) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 16 years of experience in the finance industry.
Norman Macqueen (CRD# 1495092) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 30 years of experience in the finance industry.
Michael Ptaszenski (CRD# 4800366) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 19 years of experience in the finance industry.
Michael Stanton (CRD# 5683245) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 12 years of experience in the finance industry.
Christian Dekker (CRD# 7625667) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has 1 year of experience in the finance industry.
Sean Gallagher (CRD# 7643541) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has 1 year of experience in the finance industry.