S
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
5 Employees
124 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2009
- Office Locations
- 1
Office Locations
775 Spartan Boulevard Suite 105 Spartanburg SC
About Stravolo Wealth Management, LLC
Stravolo Wealth Management, LLC is a Spartanburg-based RIA. The firm has been operating for 17 years. Managing $8.9M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial.
Team overview
31 AVG AGE
$3.0M AVG AUM / ADVISOR
$71.9K AVG AUM / CLIENT
6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEPHEN JOSEPH STRAVOLO
Chief Executive Officer, Owner
- CRD
- #4493722
- Ownership
- 75% or more
Available
Available
Available
WILLIAM HENRY GRANGER III
PARTNER, VICE PRESIDENT
- CRD
- #6266666
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,911,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,911,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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