Updated:
Thryve Wealth Management
THRYVE WEALTH MANAGEMENT is an SEC-registered investment adviser in SANTA BARBARA, CA, registered since 2025. The firm manages $304 million in assets, with...
Overview
THRYVE WEALTH MANAGEMENT is an SEC-registered investment adviser in SANTA BARBARA, CA, registered since 2025. The firm manages $304 million in assets, with $292 million on a discretionary basis. It has 9 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What services does Thryve Wealth Management offer?
Thryve provides investment management, financial planning, and legacy strategy for high-net-worth individuals and families. The firm operates as a fiduciary RIA, emphasizing personalized portfolio construction and ongoing advisory.
How does Thryve Wealth Management invest client assets?
Thryve builds diversified portfolios across public equities, fixed income, and alternative investments. Allocations are tailored to each client's risk tolerance and goals, with a focus on long-term wealth preservation.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Thryve Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.