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Stephen Philip Erfle

Thrive Wealth Management, LLC

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About Stephen Philip Erfle

Stephen Erfle is a financial advisor with Thrive Wealth Management, LLC. Stephen has been a registered investment advisor since 2013. Stephen is also a Certified Financial Planner. Stephen is licensed to provide investment advice in Pennsylvania. Stephen is a 50% owner of A TWM JV, LLC, which is a partner in Singularity Planning Group, LLC. Stephen provides financial planning services to Singularity Planning Group. Stephen previously worked at M HOLDINGS SECURITIES, INC. and SEI INVESTMENTS DISTRIBUTION CO..

Firm Information

Stephen Erfle 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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Stephen Erfle’s Registration & Firm History

PA

10/10/2013 - Present

Thrive Wealth Management, LLC (AUDUBON PA)

PA

06/06/2008 - 09/13/2011

M HOLDINGS SECURITIES, INC. (PLYMOUTH MEETING PA)

PA

10/24/2007 - 03/28/2008

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

11/01/2004 - 05/17/2006

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

IA

Issued 09/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Philip Erfle.
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