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TW

Family Office

Thrive Wealth Management

Audubon, United Statesthrivewealth.com/
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Mandates
Verified profileData completeness 55%Updated 2026-05-19Sources: ria, 101_consolidated_master

Mandate & appetite

Preferred strategies
Target geographies
Typical ticket
AUM
Real-asset allocation
Appetite

Investor profile

Thrive Wealth Management, LLC, founded by managing partners Steve Erfle and Mike Ptaszenski, operates as a Registered Investment Adviser in Audubon and Blue Bell, PA, focusing on personalized financial planning and investment management tailored to client goals.

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