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Steven Van Wie

Investment adviser representative at Strivus Wealth Partners in Ponte Vedra Beach, FL

Investment adviser registrationUpdated

Steven Van Wie is an investment adviser representative at Strivus Wealth Partners LLC, an investment adviser managing $159M, and works from its Ponte Vedra Beach, FL office. Steven Van Wie has been registered through Strivus Wealth Partners since 3 April 2015, has 22 years in the industry across 2 firms and has passed the Series 7, Series 66, Series 24 and Series 51.

22
Years in industry
11
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Steven Van Wie has been an investment adviser representative at Strivus Wealth Partners since April 2015, and is not listed among the firm’s executive officers or direct owners. Steven Van Wie holds an MBA from the University of Wisconsin – Milwaukee and a BA in Mathematics, minor in Economics from the University of Wisconsin – Milwaukee.

Strivus Wealth Partners LLC is a Jacksonville Beach, FL firm with $159M under management, 173 clients and 3 advisers in one office, as of its June 2026 filing.

Steve Van Wie is a Financial Planner at Strivus Wealth Partners. He founded Van Wie Financial, one of the two companies that merged to form Strivus Wealth Partners in 2025. Before his financial advisory career, Van Wie was the owner and CEO of several manufacturing concerns, and he has also worked as a computer programmer and as a management consultant to small businesses and local governments.

Steven Van Wie’s longest registration is the current one, 11 years at Strivus Wealth Partners since 2015. Before joining Strivus Wealth Partners in 2015, Steven Van Wie was registered through Madden Advisory Services, Inc.

  1. – present · 11 years
    Ponte Vedra Beach, FL · Adviser representative · Firm CRD 173580
  2. Madden Advisory Services, Inc.
    – · 10 years
    Jacksonville, FL · Adviser representative · Firm CRD 112607

Credentials and registrations

Professional designations

Listed by Strivus Wealth Partners

  • CFP®

Investment adviser representative registrations

Steven Van Wie is registered as an investment adviser representative in Florida, since April 2015.

  • FloridaSince 3 April 2015

Examinations

Series 5125 March 2003
Name
Municipal Fund Securities Principal Examination
Series 2418 March 2003
Name
General Securities Principal Examination
Series 6613 April 2001
Name
Uniform Combined State Law Examination
Series 76 March 2001
Name
General Securities Representative Examination

Key facts

Full name
Steven Howard Van Wie
CRD
4352650
Firm
Strivus Wealth Partners · CRD 173580
Office
Ponte Vedra Beach, FL
Registration
Investment adviser registration
In the industry since
May 2004
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Steven Van Wie work?

Steven Van Wie is an investment adviser representative registered through Strivus Wealth Partners LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Steven Van Wie a financial advisor?

Yes. Steven Van Wie has a current investment-adviser registration in Florida, through Strivus Wealth Partners since April 2015.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Steven Van Wie have?

Steven Van Wie has 22 years in the financial industry, since May 2004, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Steven Van Wie passed?

Steven Van Wie has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 51. The earliest, the Series 7, was passed in March 2001.

Source: IAPD individual record, checked 22 October 2026

Where did Steven Van Wie work before Strivus Wealth Partners?

Before Strivus Wealth Partners, Steven Van Wie was registered through Madden Advisory Services, Inc., February 2004 to January 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Steven Van Wie based?

Steven Van Wie’s registered office is in Ponte Vedra Beach, FL.

Source: IAPD individual record, checked 22 October 2026

Is Steven Van Wie registered with FINRA?

No. Steven Van Wie has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Steven Van Wie a CFP?

Strivus Wealth Partners lists Steven Van Wie with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Steve Van Wie biography, strivuswealth.com

How can I verify Steven Van Wie’s record?

Search CRD 4352650 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Van Wie’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Strivus Wealth Partners

Sources

  1. IAPD individual record, CRD 4352650, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Strivus Wealth Partners LLC, filed 11 June 2026. Executive officers and direct owners; this person is not among them.
  3. Strivus Wealth Partners team page. Biography, education, credentials, awards.