Plan2thrive Financial
Plan2thrive Financial is an SEC-registered mass-market adviser in Eldridge, IA with $147.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Plan2thrive Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317005, SEC 801-132052, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $147.5M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Eldridge, IA
- Employees
- 4
- Clients
- 245
- CRD
- 317005
- Ownership
- REID, PATRICK, LEE; Reid, Jodi, R
How much AUM does Plan2thrive Financial have?
Plan2thrive Financial reported $147.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Plan2thrive Financial?
Disclosed owners and executives of Plan2thrive Financial include REID, PATRICK, LEE, Reid, Jodi, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.