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Thrive Capital Management, LLC CRD 281347
$657M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-26 |
| PA | RA | APPROVED | 2023-10-19 |
Branch Locations
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Distribution Co | Oaks | PA | 09/2015 | 09/2020 |
| Sei Investments Management Corp | Oaks | PA | 09/2015 | 09/2020 |
| United Capital | Newport Beach | CA | 01/2021 | 10/2023 |
| Facet Wealth | Baltimore | MD | 09/2020 | 12/2021 |
| Thrive Capital Management, Llc | Fort Washington | PA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-30 |
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