THRIVE PORTFOLIOS

THRIVE PORTFOLIOS of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 314414). Regulatory assets under management: $2.9M.

Registration

• CRD: 314414
• Type: Registered investment adviser
• Location: 1650 GARNET AVE., SAN DIEGO, CA, 92109
• Phone: (858) 208-0405
• Latest filing: 2026-03-30
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314414 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search