THRIVE RETIREMENT SPECIALISTS L.L.C.

THRIVE RETIREMENT SPECIALISTS L.L.C. of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 310289). Regulatory assets under management: $303.9M.

Registration

• CRD: 310289
• SEC file number: 801-129197
• Type: Registered investment adviser
• Location: 220 S. MAIN ST., SUITE 321, ROYAL OAK, MI, 48067
• Phone: (833) 217-9613
• Latest filing: 2026-03-22
• Regulatory AUM: $303.9M
• Discretionary AUM: $303.9M
• Clients: 2
• Accounts: 411

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310289 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search