THRIVE WEALTH MANAGEMENT, LLC

AUDUBON, Pennsylvania·2 registered advisors·CRD# 168777

SEC# 801-1083882215-376-5530

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

13

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at THRIVE WEALTH MANAGEMENT, LLC

2 registered advisors

Michael Anthony Ptaszenski

AUDUBON, Pennsylvania

Stephen Philip Erfle

AUDUBON, Pennsylvania

05

Office Locations

AUDUBON, Pennsylvania

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Data sourced from SEC Form ADV filings. THRIVE WEALTH MANAGEMENT, LLC (CRD# 168777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.