Matthew
Hellebusch
Thrive Capital Management, LLC
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About this Advisor
Matthew Hellebusch is a financial advisor working in Fort Washington, Pennsylvania. Hellebusch is currently employed by Thrive Capital Management, LLC. Throughout their career, Hellebusch has worked at Kinetic Financial, New York Life Insurance Co, Fidelity Federal Planning Corp, Hellebusch Financial Services, Axa Advisors LLC, Merrill Lynch, Ae Wealth Management, LLC, Hellebusch Financial Solutions, LLC, Thrive Capital Management, LLC, Thrive Insurance Group, LLC and Thrive Financial Services, LLC. Hellebusch holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Thrive Capital Management, LLC is a financial advisory business based out of Fort Washington, PA. It has offices in three locations and a total of 25 advisors. It administers $245 million in assets among its 1,346 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,346 client accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. Thrive Capital Management, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services are provided. Fees billed by Thrive Capital Management, LLC can include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrive Capital Management, LLC Brokerage Details
$244,686,500
25
1,346
$181,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Matthew Hellebusch Work History
Matthew has been registered as a financial advisor for 0 years.*
Thrive Capital Management, LLC
Thrive Insurance Group, LLC
Thrive Financial Services, LLC
Ae Wealth Management, LLC
Kinetic Financial
Hellebusch Financial Solutions, LLC
New York Life Insurance Co
Fidelity Federal Planning Corp
Hellebusch Financial Services
Axa Advisors LLC
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Hellebusch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrive Capital Management, LLC
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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