Thryve Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thryve Wealth Management provides wealth management, financial planning, discretionary investment management and retirement plan advisory to individuals, high‑net‑worth clients, trusts, foundations, corporations and other entities. The firm engages clients through ongoing personal contact and written agreements to set investment strategy, asset allocation and portfolio construction.
Thryve’s investment process follows a Core‑and‑Satellite framework informed primarily by fundamental analysis, with a stated emphasis on U.S. markets and a de‑emphasis on small and micro‑cap public equities. The firm offers passive direct indexing with systematic tax‑loss harvesting via third‑party SMA platforms and supplements core holdings with satellite allocations to alternatives, including private equity, private credit, real assets, venture investments and digital assets.
Notable operational features include a requirement that clients approve a Tax Transition Analysis before enrolling in direct indexing and the use of platform providers to implement those strategies rather than executing each underlying trade in‑house. The advisory team is relatively compact yet oversees roughly $304 million across about 84 client relationships, and the firm maintains an explicit proxy‑voting policy that prioritizes shareholder value over social or political agendas.
Client services
Expertise
Fee options
$0+: Up to 1.50% annually, negotiable based on factors including asset level, scope, complexity, and overall relationship $0+: Additional fee up to 0.30% annually for direct indexing services, fees may be reduced based on total assets with Advisor
Account minimum: $500,000 (may be waived at sole discretion of Advisor) Fee-only: Advisory fees based on assets under management, no commissions charged
Main office
See office523 Chapala Street, Unit 2
Santa Barbara CA 93101
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Hawaii · New Hampshire · Texas · Washington · Wyoming
Also doing business as
Strive Wealth Management, LLC · Thryve Wealth Management · Thryve Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gary D
Series 63, Series 65
Santa Barbara, CA
Thryve Wealth Management
Gary Dorfman is a financial advisor with Thryve Wealth Management in Santa Barbara, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Strive Asset Management, One Capital Management, Beacon Pointe Advisors, Pacific Pointe Advisors, Manchester Capital Management, and Citigroup Global Markets. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm uses a Core-and-Satellite investment framework focused on fundamental analysis of U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and satellite allocations to alternatives such as private equity and digital assets.
John B
Series 66
Santa Barbara, CA
Thryve Wealth Management
John Bell is a financial advisor at Thryve Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities LLC, Quasar Distributors, LLC, and Strive Asset Management, LLC. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm uses a Core-and-Satellite investment approach focused primarily on U.S. markets, combining passive direct indexing with systematic tax-loss harvesting and alternative investments.
Eric C
CFP®, Series 63, Series 66
Santa Barbara, CA
Thryve Wealth Management
Eric Callahan is a CFP® professional with 14 years of industry experience. He is currently with Thryve Wealth Management and has previously held roles at firms including Fidelity and J.P. Morgan Securities. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused on U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and satellite allocations to alternative investments.
Randol C
CFA®, Series 63
Jackson, WY
Thryve Wealth Management
Randol Curtis is a CFA® charterholder with eight years of industry experience. He currently serves as an advisor at Thryve Wealth Management and previously worked at Strive Asset Management and One Capital Management. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment process focused on U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and supplementing core holdings with alternative investments.
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