Thrive Wise Advisors Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 295090
· Henderson, NV
· WWW.THRIVEWISEADVISORS.COM
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ADV data as of Mar 10, 2023
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2023 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2023.
View current Form ADV (SEC/IAPD) ↗