CRD: 173580
Strivus Wealth Partners LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2015
- Office Locations
- 2
Office Locations
About Strivus Wealth Partners LLC
Strivus Wealth Partners is an independent, fee-only CFP® firm providing fiduciary financial planning and investment management for individuals and families nationwide, based in Jacksonville Beach, FL. The team emphasizes a clear onboarding process and goal-based portfolios balancing near-term needs with long-term objectives, with no commissions or product sales. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM DAVID VAN WIE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6431360
- Ownership
- 75% or more
JOSEPH KLEIMAN LOSS
Chief Planning Officer, Owner
- CRD
- #6929150
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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STEVEN HOWARD VAN WIE
Certified Financial Planner
- CRD
- #4352650
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,075,811 | $289,756 |
| Non-Discretionary | $0 | -- |
| Total | $159,075,811 | $289,756 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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