{"url":"https://nivawealth.com/firms/strivus-wealth-partners-173580","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173580","regulatoryAum":159075811,"crd":"173580","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6929150","suffix":null,"lastName":"LOSS","firstName":"JOSEPH","middleName":"KLEIMAN"},{"crd":"6431360","suffix":null,"lastName":"VAN WIE","firstName":"ADAM","middleName":"DAVID"},{"crd":"4352650","suffix":null,"lastName":"VAN WIE","firstName":"STEVEN","middleName":"HOWARD"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-02-04","regulatoryAum":139268246,"clients":144,"employees":4,"offices":1},{"filedOn":"2026-06-11","regulatoryAum":159075811,"clients":173,"employees":4,"offices":1}],"secFileNumber":"801-131967","legalName":"Strivus Wealth Partners LLC","displayName":"Strivus Wealth Partners","slug":"strivus-wealth-partners-173580","website":"https://strivuswealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1538 the Greens Way, Suite 105","city":"Jacksonville Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"32250"},"tradeNames":["Van Wie Financial"],"registration":{"secApproved":"12 February 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":919513.3583815029,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":159075811,"discretionary":159075811,"discretionaryAccounts":549,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":116,"regulatoryAum":37708035},{"label":"High-net-worth individuals","clients":57,"regulatoryAum":121367776}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"whole_balance","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":1000000,"pct":1.25,"from":500000},{"to":5000000,"pct":1,"from":1000000},{"to":7000000,"pct":0.95,"from":5000000},{"to":10000000,"pct":0.85,"from":7000000},{"to":20000000,"pct":0.75,"from":10000000},{"to":null,"pct":0.5,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018518","versionId":1018518,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-13","documentName":"ADV 2A","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Ongoing Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018518","versionId":1018518,"submittedOn":"2026-03-13","documentName":"ADV 2A"},{"role":"other","program":"Project-Based Financial Planning","summary":"Project-based planning is a fixed fee from $2,000 to $20,000, or billed hourly at $400 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018518","versionId":1018518,"submittedOn":"2026-03-13","documentName":"ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:03:30.95992+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018518","versionId":1018518,"submittedOn":"2026-03-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":152077861}],"custodyNote":"Strivus Wealth Partners has custody of $65.9M in client assets for 70 clients.","otherCustodians":[],"leadership":[{"name":"Joseph Loss","title":"Owner, Chief Planning Officer","crd":"6929150"},{"name":"Adam Van Wie","title":"Managing Member and CCO","crd":"6431360"}],"ownership":[{"label":"Adam Van Wie","detail":"Managing member and cco in the 75% or more ownership band and a control person, since January 2020."},{"label":"Joseph Loss","detail":"Owner, chief planning officer in the 10% to 25% ownership band and a control person, since January 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1538 the Greens Way, Suite 105","city":"Jacksonville Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"904-685-1505","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":91},{"label":"Other","percent":4,"detail":"Unclassified Bonds, Non-US Bonds"}],"privateFunds":0},"sources":{"adv1FilingDate":"11 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173580/PDF/173580.pdf","brochureDate":"13 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018518","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Strivus Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strivus Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Strivus Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Strivus Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strivus Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strivus Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strivus Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strivus Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strivus Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}