# THRYVE WEALTH MANAGEMENT LLC

THRYVE WEALTH MANAGEMENT LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335920
- Type: SEC-registered investment adviser
- SEC file number: 801-132749
- Location: 523 CHAPALA STREET, SUITE 2, SANTA BARBARA, CA, 93101
- Phone: 805-451-2909
- Latest filing: 2026-04-15
- Regulatory AUM: $304.0M
- Discretionary AUM: $292.0M
- Non-discretionary AUM: $12.0M
- Clients: 9
- Accounts: 445

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Brian Logan Beirne | CHIEF LEGAL OFFICER | DALLAS, TX |
| Laura Brady | CHIEF GROWTH OFFICER | Wamego, KS |
| Randol Wilson Curtis | CHIEF INVESTMENT OFFICER; CIO | — |
| Gary Keith Dorfman | CHIEF EXECUTIVE OFFICER | — |
| Nicole Patricia Saragosa | CHIEF COMPLIANCE OFFICER | — |
| Benjamin Bartley Pham | MANAGER & CHIEF FINANCIAL OFFICER | — |
| Matthew Ryan Cole | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND PRESIDENT | — |
| Don Lee Mcardle | CHIEF COMPLIANCE OFFICER | — |
| Vivek Ganapathy Ramaswamy | MAJORITY SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335920/similar
- Related entities: https://search.stillhousedata.com/firm/335920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335920

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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.
