# THRIVE FINANCIAL PLANNING

THRIVE FINANCIAL PLANNING of EL DORADO HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172558
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172558/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172558/similar
- Related entities: https://search.stillhousedata.com/firm/172558/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172558

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.