THRIVE FINANCIAL PLANNING

THRIVE FINANCIAL PLANNING of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 172558). Regulatory assets under management: $44.3M.

Registration

• CRD: 172558
• Type: Registered investment adviser
• Location: 5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA, 95762-9608
• Phone: 916-235-8240
• Latest filing: 2026-02-24
• Regulatory AUM: $44.3M
• Discretionary AUM: $41.7M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172558 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search