Thrive Wealth Management is an investment advisor in Audubon with $773.34 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463304246
SEC advisor number
801-108388
FINRA CRD number
168777
AUM ?
$843.14 mm
(as of 30 Oct 23)
Accounts
2,177
(as of 30 Oct 23)
Employees
13
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22