Strivus Wealth Partners LLC
Firm details
- Headquarters
- Jacksonville Beach, Florida
- CRD number
- 173580
- Registered since
- February 12, 2025
- Website
- vanwiefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.3%
- Individuals23.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strivus Wealth Partners LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and is owned by an individual. Its core clientele is individuals and families; its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm is not positioned as an ESG investor and is not designated as a multi-state adviser. It is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Other4%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Joseph Loss
Partner, Chief Operating OfficerCRD 6929150
Contacts
2 of 2
Adam Van Wie
Partner and Financial PlannerCRD 6431360
Steven Van Wie
Financial PlannerCRD 4352650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville Beach, FL
Duval
Location
Jacksonville Beach, FL
Headquartered in Jacksonville Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1538 The Greens Way
- Time zone
- ET (UTC-5)
- Office locations
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