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