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THRYVE WEALTH MANAGEMENT

SANTA BARBARA, CA · CRD 335920 · IAPD ↗ · thryvewealthmanagement.com · 805-600-5128

$304.0MRegulatory AUM
4Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — THRYVE WEALTH MANAGEMENT notice-filed in HI, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — THRYVE WEALTH MANAGEMENT moved its main office from IRVING, TX to SANTA BARBARA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
71
April 2026 — THRYVE WEALTH MANAGEMENT reported RAUM up 70% ($179.1M -> $304.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — THRYVE WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2025 — THRYVE WEALTH MANAGEMENT changed its website from strive.com to thryvewealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2025 — THRYVE WEALTH MANAGEMENT notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — THRYVE WEALTH MANAGEMENT moved its main office from DALLAS, TX to IRVING, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
December 2025 — STRIVE WEALTH MANAGEMENT, LLC is now doing business as THRYVE WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
June 2025 — STRIVE WEALTH MANAGEMENT, LLC (DALLAS, TX) is newly SEC-registered with $179.1M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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