A complete list of active advisors currently associated with Thrivealike LLC
Warmer can help you find a great advisor at Thrivealike LLC or one who fits your needs even better.
Thrivealike LLC provides portfolio management, 401(k) plan management, and tiered financial planning subscription services to individuals and high‑net‑worth clients, with discretionary management as the default and non‑discretionary arrangements available by request. The firm was formed in 2024 and currently reports no assets under management and a single advisory principal, reflecting an early‑stage manager profile. Investment decisions are documented in client‑specific Investment Policy Statements and implemented using a mix of methods — including modern portfolio theory, quantitative, fundamental, technical, cyclical and charting analyses — across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, TIPS and insurance products such as annuities. Services emphasize ongoing monitoring and tools offered through subscription tiers, including stress‑testing (1,000 simulations), smart‑beta/factor strategies in higher tiers, interactive asset allocation, and use of a certified fund specialist in client support. Distinctive features compared with many peers include an explicit affiliation with insurance activities: the firm’s principal is a licensed insurance agent who sells and accepts commissions for insurance and annuity products, and the brochure discloses this conflict and documents how recommendations are handled and disclosed to clients. Operationally, the firm requires use of a specified custodian platform (Altruist), does not aggregate block trades for multiple client accounts, and uses third‑party processors (e.g., AdvicePay) for certain fee collections.
To learn more about the advisors currently working at Thrivealike LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Monroe, CT
| 21
|
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