SEC CRD #801-108388
Our Core Services · Comprehensive Financial Planning · Investment Management · 401(k) Solutions for Small Businesses · Divorce Planning. Steve Erfle, CFP®, CDFA™, is a Co-Founder and Managing Partner at Thrive Wealth Management, LLC, dedicated to offering REAL financial planning for a fair fee. THRIVE WEALTH MANAGEMENT, LLC is a AUDUBON, PA-based registered investment adviser managing $1.58B in assets with 15 employees (CRD #168777).
MICHAEL ANTHONY PTASZENSKI
CHIEF COMPLIANCE OFFICER
📞 (215) 376-5530
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AUM
$1.6B
Location
AUDUBON, PA
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