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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-2013
- Office Locations
- 2
Office Locations
About Thrive Wealth Management, LLC
Thrive Wealth Management is a Philadelphia-area, fee-only fiduciary RIA serving clients nationwide with comprehensive financial planning and ongoing investment management. The team specializes in executives/professionals (equity comp and benefits), independent women, and high-net-worth divorce situations supported by a Certified Divorce Financial Analyst®. Planning covers retirement, tax strategy, estate/insurance, and charitable giving; portfolios emphasize diversification and risk management. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN PHILIP ERFLE
Managing Member, Partner
- CRD
- #4845587
- Ownership
- 50% but less than 75%
MICHAEL ANTHONY PTASZENSKI
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4800366
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Christian Dekker
Associate
- CRD
- #7625667
Melissa Marie Devlin
Financial Planner
- CRD
- #6940436
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,538,939,272 | $501,773 |
| Non-Discretionary | $39,572,564 | $2,198,476 |
| Total | $1,578,511,836 | $511,673 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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