Strivus Wealth Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Strivus Wealth Partners reports 173 clients. They include 116 individual clients and 57 high-net-worth individuals. Of its assets, 100.0% ($159M across 549 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 24% |
| High-net-worth individuals | 33% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $37.7M | 23.7% | $325K |
| High-net-worth individuals | 57 | $121M | 76.3% | $2.13M |
| Total | 173 | $159M | 100% | $920K |
- Clients
- 116
- Regulatory AUM
- $37.7M
- AUM share
- 23.7%
- Avg. per client
- $325K
- Clients
- 57
- Regulatory AUM
- $121M
- AUM share
- 76.3%
- Avg. per client
- $2.13M
Total
- Clients
- 173
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- $920K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Strivus Wealth Partners charges 0.50%–1.50% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M–$7M | 0.95% |
| $7M–$10M | 0.85% |
| $10M–$20M | 0.75% |
| $20M and above | 0.50% |
Fee details and sources
Other fees
- Ongoing Financial Planning
- Ongoing financial planning is $0 to $2,500 a month or $0 to $7,500 a quarter, paid in advance, and may be included at no cost with investment management.
- Project-Based Financial Planning
- Project-based planning is a fixed fee from $2,000 to $20,000, or billed hourly at $400 per hour.
Adam Van Wie owns 75% or more of Strivus Wealth Partners. It has 4 employees, 3 of them in advisory roles.
Leadership
- Joseph LossOwner, Chief Planning Officer
- Adam Van WieManaging Member and CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Strivus Wealth Partners LLC
Adam Van Wie
Control person · since January 2020
- Owns 10% to 25% of Strivus Wealth Partners LLC
Joseph Loss
Control person · since January 2025
Strivus Wealth Partners’ regulatory assets grew from $139M (February 2025) to $159M (June 2026); clients rose from 144 to 173 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $159M | 173 | 4 | 1 |
| Feb 2025February 2025 | $139M | 144 | 4 | 1 |
Besides its headquarters, Strivus Wealth Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1538 the Greens Way, Suite 105, Jacksonville BeachHQ
Other business names
Strivus Wealth Partners has reported 1 other business name to the SEC.
- Van Wie Financial
Contact and registration details
- Legal name
- Strivus Wealth Partners LLC
- Headquarters
- 1538 the Greens Way, Suite 105, Jacksonville Beach, FL 32250
- Website
- strivuswealth.com
- Phone
- 904-685-1505
- SEC file
- 801-131967
- Structure
- Florida LLC
- Fiscal year end
- December
Strivus Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($152M). Strivus Wealth Partners has custody of $65.9M for 70 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $152M100%
At year end, Strivus Wealth Partners’ separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks3%
- Funds91%
- Bonds2%
- Other4%
- Unclassified bonds, non-us bonds4%
How many clients does Strivus Wealth Partners have?
Strivus Wealth Partners has 173 clients and manages $159 million for them, as of June 2026. They include 116 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Strivus Wealth Partners offer?
Strivus Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strivus Wealth Partners charge?
Strivus Wealth Partners charges 0.50%–1.50% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: ADV 2A, filed 13 March 2026
Which custodians does Strivus Wealth Partners use?
Strivus Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $152M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Strivus Wealth Partners have?
Strivus Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strivus Wealth Partners invest in?
At the end of its last fiscal year, Strivus Wealth Partners’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% other, 3% exchange-traded equities and 2% investment grade corporate bonds. The 4% other category is described as: Unclassified Bonds, Non-US Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strivus Wealth Partners?
Strivus Wealth Partners’ direct owners are Adam Van Wie (75% or more) and Joseph Loss (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Strivus Wealth Partners get paid?
Strivus Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strivus Wealth Partners?
Strivus Wealth Partners’ main office is at 1538 the Greens Way, Suite 105, Jacksonville Beach, FL 32250. Its phone number is 904-685-1505. Its website is strivuswealth.com.