# PLAN2THRIVE FINANCIAL

PLAN2THRIVE FINANCIAL is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/plan2thrive-financial-services

## Regulatory record

- **CRD number:** 317005
- **SEC file number:** 801-132052
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317005

## About

PLAN2THRIVE FINANCIAL is an SEC-registered investment adviser in ELDRIDGE, IA, registered since 2025. The firm manages $148 million in assets, $136 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Financial Services
- Wealth Management

## Questions

### Where is PLAN2THRIVE FINANCIAL headquartered?

No headquarters city or address is publicly available in the sources consulted.

### Who founded PLAN2THRIVE FINANCIAL?

The founder or founding team of PLAN2THRIVE FINANCIAL is not identified in public records reviewed.

### Does PLAN2THRIVE FINANCIAL manage assets for external clients?

As an RIA, PLAN2THRIVE FINANCIAL is structured to manage assets for external clients. No client base details or AUM figures are disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plan2thrive-financial

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