CRD: 335920
Thryve Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2025
- Office Locations
- 2
Office Locations
About Thryve Wealth Management
Strive Asset Management (Nasdaq: ASST) is building a public Bitcoin treasury strategy and offers ETFs, direct-indexing SMAs, and a pooled employer plan 401(k). Its ETF and model portfolio lineup pairs standard exposures with an explicit shareholder-voting and engagement approach, backed by an in-house corporate governance team. Investment focus emphasizes Bitcoin as the capital “hurdle rate.”
Team overview
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Custodian
Fund Managers
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Services
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Owner & Executives
GARY KEITH DORFMAN
Chief Executive Officer
- CRD
- #1418742
- Ownership
- 75% or more
RANDOL WILSON CURTIS
Chief Investment Officer
- CRD
- #2551404
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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John Desmond Bell
Financial Advisor
- CRD
- #6709012
Eric P Callahan
Director, Financial Planning
- CRD
- #5881904
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,020,559 | $675,974 |
| Non-Discretionary | $11,964,449 | $920,342 |
| Total | $303,985,008 | $683,112 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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