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Matthew Antonio Fatz

Thrive Wealth Management, LLC

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About Matthew Antonio Fatz

Matthew Antonio Fatz is a financial advisor at Thrive Wealth Management, LLC in Audubon, Pennsylvania. Matthew is a Certified Financial Planner and has been in the industry since 2002. Matthew has experience working with individuals, corporations, high-net-worth individuals, and retirement plans. Matthew offers financial planning, portfolio management, and selection of other advisors.

Firm Information

Matthew Fatz is currently registered with Thrive Wealth Management, LLC. Thrive Wealth Management, LLC is an independent financial advisory firm headquartered in Audubon, Pennsylvania. They provide a range of financial planning and investment management services for individuals, families, businesses, and charitable organizations. With over $1.3 billion in assets under management, Thrive Wealth Management is committed to helping clients achieve their financial goals. They have a team of 12 investment advisor representatives who are dedicated to providing personalized advice and guidance. Their services include portfolio management, financial planning, and selection of other advisors. They also offer pension consulting services and focus on serving high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit-sharing plans.
Thrive Wealth Management, LLC

1000 MADISON AVENUE

AUDUBON, PA 19403

$1.32B

Assets Under Management

19

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of retirement plan assets under advisement

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Matthew Fatz’s Registration & Firm History

PA

04/01/2019 - Present

Thrive Wealth Management, LLC (AUDUBON PA)

PA

09/08/2010 - 06/17/2014

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

08/21/2008 - 07/27/2010

SANFORD C. BERNSTEIN & CO., LLC (PHILADELPHIA PA)

KS

05/21/2002 - 10/09/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 01/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Antonio Fatz.
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