THRIVE WEALTH MANAGEMENT, LLC
CRD #168777 SEC #801-108388 AUDUBON, PA 215-376-5530
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
15
Clients
--
Accounts
2,812
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $38.3M | 15 | 19 |
| Feb 2025 | $1.3B | $1.3B | $38.3M | 15 | 19 |
| Jun 2024 | $1.1B | $1B | $44.1M | 13 | 20 |
| Mar 2024 | $1.1B | $1B | $44.1M | 13 | 20 |
| Oct 2023 | $843.1M | $806.9M | $36.3M | 13 | 22 |
| Oct 2023 | $843.1M | $806.9M | $36.3M | 13 | 22 |
| May 2023 | $843.1M | $806.9M | $36.3M | 13 | 22 |
| Feb 2023 | $843.1M | $806.9M | $36.3M | 13 | 22 |
| Jan 2023 | $773.3M | $730.2M | $43.2M | 11 | 19 |
| Dec 2022 | $773.3M | $730.2M | $43.2M | 11 | 19 |
| Nov 2022 | $773.3M | $730.2M | $43.2M | 11 | 19 |
| Apr 2022 | $773.3M | $730.2M | $43.2M | 11 | 19 |
| Mar 2022 | $773.3M | $730.2M | $43.2M | 11 | 19 |
| Feb 2022 | $556.4M | $518.3M | $38.1M | 12 | 1 |
| Nov 2021 | $556.4M | $518.3M | $38.1M | 12 | 1 |
| Mar 2021 | $556.4M | $518.3M | $38.1M | 12 | 1 |
| Mar 2021 | $556.4M | $518.3M | $38.1M | 12 | 1 |
| Oct 2020 | $403.1M | $367.3M | $35.9M | 11 | 3 |
| Jun 2020 | $403.1M | $367.3M | $35.9M | 11 | 3 |
| Mar 2020 | $403.1M | $367.3M | $35.9M | 11 | 3 |
| Jul 2019 | $278.6M | $247.6M | $30.9M | 9 | 15 |
| May 2019 | $278.6M | $247.6M | $30.9M | 9 | 15 |
| Mar 2019 | $278.6M | $247.6M | $30.9M | 9 | 15 |
| Aug 2018 | $265.9M | $232.1M | $33.8M | 7 | 12 |
| Mar 2018 | $265.9M | $232.1M | $33.8M | 7 | 12 |
| Jun 2017 | $194M | $163M | $31M | 6 | 211 |
| Mar 2017 | $222.1M | $163M | $59.1M | 6 | 211 |
| Sep 2016 | $159.2M | $131.3M | $27.9M | 6 | 121 |
| Sep 2016 | $159.2M | $131.3M | $27.9M | 6 | 121 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$38.3M
Employees15
Clients19
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$38.3M
Employees15
Clients19
DateJun 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$44.1M
Employees13
Clients20
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$44.1M
Employees13
Clients20
DateOct 2023
Total AUM$843.1M
Discretionary$806.9M
Non-Disc.$36.3M
Employees13
Clients22
DateOct 2023
Total AUM$843.1M
Discretionary$806.9M
Non-Disc.$36.3M
Employees13
Clients22
DateMay 2023
Total AUM$843.1M
Discretionary$806.9M
Non-Disc.$36.3M
Employees13
Clients22
DateFeb 2023
Total AUM$843.1M
Discretionary$806.9M
Non-Disc.$36.3M
Employees13
Clients22
DateJan 2023
Total AUM$773.3M
Discretionary$730.2M
Non-Disc.$43.2M
Employees11
Clients19
DateDec 2022
Total AUM$773.3M
Discretionary$730.2M
Non-Disc.$43.2M
Employees11
Clients19
DateNov 2022
Total AUM$773.3M
Discretionary$730.2M
Non-Disc.$43.2M
Employees11
Clients19
DateApr 2022
Total AUM$773.3M
Discretionary$730.2M
Non-Disc.$43.2M
Employees11
Clients19
DateMar 2022
Total AUM$773.3M
Discretionary$730.2M
Non-Disc.$43.2M
Employees11
Clients19
DateFeb 2022
Total AUM$556.4M
Discretionary$518.3M
Non-Disc.$38.1M
Employees12
Clients1
DateNov 2021
Total AUM$556.4M
Discretionary$518.3M
Non-Disc.$38.1M
Employees12
Clients1
DateMar 2021
Total AUM$556.4M
Discretionary$518.3M
Non-Disc.$38.1M
Employees12
Clients1
DateMar 2021
Total AUM$556.4M
Discretionary$518.3M
Non-Disc.$38.1M
Employees12
Clients1
DateOct 2020
Total AUM$403.1M
Discretionary$367.3M
Non-Disc.$35.9M
Employees11
Clients3
DateJun 2020
Total AUM$403.1M
Discretionary$367.3M
Non-Disc.$35.9M
Employees11
Clients3
DateMar 2020
Total AUM$403.1M
Discretionary$367.3M
Non-Disc.$35.9M
Employees11
Clients3
DateJul 2019
Total AUM$278.6M
Discretionary$247.6M
Non-Disc.$30.9M
Employees9
Clients15
DateMay 2019
Total AUM$278.6M
Discretionary$247.6M
Non-Disc.$30.9M
Employees9
Clients15
DateMar 2019
Total AUM$278.6M
Discretionary$247.6M
Non-Disc.$30.9M
Employees9
Clients15
DateAug 2018
Total AUM$265.9M
Discretionary$232.1M
Non-Disc.$33.8M
Employees7
Clients12
DateMar 2018
Total AUM$265.9M
Discretionary$232.1M
Non-Disc.$33.8M
Employees7
Clients12
DateJun 2017
Total AUM$194M
Discretionary$163M
Non-Disc.$31M
Employees6
Clients211
DateMar 2017
Total AUM$222.1M
Discretionary$163M
Non-Disc.$59.1M
Employees6
Clients211
DateSep 2016
Total AUM$159.2M
Discretionary$131.3M
Non-Disc.$27.9M
Employees6
Clients121
DateSep 2016
Total AUM$159.2M
Discretionary$131.3M
Non-Disc.$27.9M
Employees6
Clients121