Investment adviser · CRD 335920
THRYVE WEALTH MANAGEMENT
Investment adviser filing (IA)
THRYVE WEALTH MANAGEMENT LLC
SANTA BARBARA, CA, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $304M Form ADV · Item 5.F
- Client accounts
- 445 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $279,283,394 | 91.9% |
| Individuals | 26 | $10,608,777 | 3.5% |
| Retirement plans | Fewer than 5 | $7,719,072 | 2.5% |
| Charities | Fewer than 5 | $6,373,765 | 2.1% |
Filing source
Form ADV 2093769 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
523 CHAPALA STREET, SUITE 2SANTA BARBARA, CA, 93101, United States
CRD 335920
Filing source
Form ADV 2093769 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.