# Stravolo Wealth Management, LLC

> Stravolo Wealth Management, LLC is a state-registered investment advisory firm in Spartanburg, SC, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 149636
- Filed as: STRAVOLO WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spartanburg, SC
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149636
- AdvisorCensus page: https://advisorcensus.com/firm/stravolo-wealth-management-llc-spartanburg-sc-149636

## Quick answers

**How is Stravolo Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stravolo Wealth Management, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stravolo Wealth Management, LLC located?**
Stravolo Wealth Management, LLC's principal office is in Spartanburg, SC, according to its Form ADV.

**Is Stravolo Wealth Management, LLC registered with the SEC or a state?**
Stravolo Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149636.

**How much does Stravolo Wealth Management, LLC manage?**
Stravolo Wealth Management, LLC reports $8,911,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Stravolo Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62).

**Does Stravolo Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149636

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,911,000
- Discretionary: $8,911,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $8,911,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stravolowealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stravolo Wealth Management, LLC (CRD 149636): Form ADV filing data as of October 2026.