Thrive Retirement Specialists
Thrive Retirement Specialists is an SEC-registered ria with $303.9M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Thrive Retirement Specialists: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310289, SEC 801-129197, data through 2026-03-22.
- AUM (assets under management / regulatory AUM)
- $303.9M (2026-03-22)
- Firm type
- Ria
- Employees
- 2
- Clients
- 70
- CRD
- 310289
- Ownership
- WATSON, ANTHONY, ROBERT
How much AUM does Thrive Retirement Specialists have?
Thrive Retirement Specialists reported $303.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-22).
Who owns Thrive Retirement Specialists?
Disclosed owners and executives of Thrive Retirement Specialists include WATSON, ANTHONY, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.