$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2022
- Office Locations
- 1
Office Locations
-- Monument CO
About Thrive Financial Management
THRIVE Financial Management is a Colorado-registered RIA serving retail clients, including business owners and retirees. The firm provides financial planning, college planning, and portfolio construction, with portfolios implemented primarily using ETFs. Custodies assets at Charles Schwab, offering a straightforward ETF-centric approach for investment and retirement goals.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Gene Georg Bergmeier
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #7554239
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRANDY STARR BERGMEIER
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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