Thryve Wealth Management

Financial planning in Santa Barbara, CA

SEC registeredNo commissions reported

Call (805) 451-2909 Send a message Map ↗

Public-record details

Address: 523 Chapala Street, Suite 2, Santa Barbara, CA 93101
Phone: (805) 451-2909
Listed under: Financial planning, % of assets managed, Retirement plan consulting
Legal name: Thryve Wealth Management LLC
CRD number: 335920
Registration: SEC registered since 2025-05-09
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $304.0 million
Accounts managed: 445
Clients reported (Form ADV 5.D): 84
Individual / high-net-worth clients: 26 / 58
Employees: 9
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-15

SEC registered investment adviser, CRD 335920, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 335920 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Santa Barbara

15 Equity10 East Yanonali Street, Suite 109 · Santa Barbara, CA 93101 · (805) 456-4426 · Hourly feesCRD 310628 · % of assets, Hourly charges, Fixed fees · $135.9 million AUMSEC registeredNo commissions reported Abundant Wealth Partners, LLC4961 La Gama Way · Santa Barbara, CA 93111 · (805) 451-9131 · Financial planningCRD 317221 · % of assets, Hourly charges, Fixed fees · $103.2 million AUMSEC registeredNo commissions reported Alamar Capital Management, LLC200 E Carrillo, Suite 304 · Santa Barbara, CA 93101 · (805) 897-1144 · % of assets managedCRD 154413 · % of assets · $260.3 million AUMSEC registeredNo commissions reported Albert Investments, LLC126 E Haley St, Suite A2 · Santa Barbara, CA 93101 · (844) 891-9309 · Flat / fixed feesCRD 298006 · Fixed fees · $22.7 million AUMSEC registeredNo commissions reported Ariadne Wealth Management, LP1255 Coast Village Road, Suite 201a · Santa Barbara, CA 93108 · (805) 456-4920 · Financial planningCRD 170999 · % of assets · $627.3 million AUMSEC registeredNo commissions reported Arlington Financial Advisors, LLC100 E. De La Guerra St · Santa Barbara, CA 93101 · (805) 699-7300 · Financial planningCRD 283288 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Avalan, LLC233 E Carillo, Suite B · Santa Barbara, CA 93101 · (805) 962-7725 · Financial planningCRD 156109 · % of assets, Hourly charges, Fixed fees · $621.8 million AUMSEC registeredNo commissions reported Blue Marble Investments1117 State St. #85 · Santa Barbara, CA 93101 · (805) 595-1820 · % of assets managedCRD 141354 · % of assets · $205.1 million AUMSEC registeredNo commissions reported

All 41 in Santa Barbara →