STRIVUS WEALTH PARTNERS LLC

Overview

Strivus Wealth Partners LLC is an independent registered investment adviser organized as an LLC that works primarily with individual and family clients and small businesses. Its practice centers on discretionary portfolio management and comprehensive financial planning, delivered through a fee model that includes a percentage-of-assets component alongside hourly and fixed-fee arrangements. The firm emphasizes pooled public vehicles—mutual funds and similar public funds—as the backbone of client portfolios, and supplements those allocations with targeted exposure to real estate, digital currency, and corporate debt through third‑party managers. Investment activity is run on a discretionary basis across separately managed account structures and model-based fund allocations. Strivus does not position itself as a capital allocator running proprietary funds; instead it sources external managers for alternatives and implements core equity and fixed-income exposure through public funds and ETFs. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices