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THRIVE RETIREMENT SPECIALISTS

ROYAL OAK, MI · CRD 310289 · IAPD ↗ · thriveretire.com · (833) 217-9613

$303.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — THRIVE RETIREMENT SPECIALISTS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — THRIVE RETIREMENT SPECIALISTS reported RAUM up 45% ($209.5M -> $303.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2025 — THRIVE RETIREMENT SPECIALISTS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — THRIVE RETIREMENT SPECIALISTS reported RAUM up 63% ($128.3M -> $209.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — THRIVE RETIREMENT SPECIALISTS reported RAUM up 28% ($100.0M -> $128.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — THRIVE RETIREMENT SPECIALISTS reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.