# Strivus Wealth Partners LLC

> Strivus Wealth Partners LLC is an SEC-registered investment advisory firm in Jacksonville Beach, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 173580
- Filed as: STRIVUS WEALTH PARTNERS LLC
- Also doing business as: VAN WIE FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville Beach, FL
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173580
- AdvisorCensus page: https://advisorcensus.com/firm/strivus-wealth-partners-llc-jacksonville-beach-fl-173580

## Quick answers

**How is Strivus Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strivus Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Strivus Wealth Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $2,000 to $20,000 (Project-Based Financial Planning); Hourly rate: $400 an hour (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strivus Wealth Partners LLC located?**
Strivus Wealth Partners LLC's principal office is in Jacksonville Beach, FL, according to its Form ADV.

**Is Strivus Wealth Partners LLC registered with the SEC or a state?**
Strivus Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 173580.

**How much does Strivus Wealth Partners LLC manage?**
Strivus Wealth Partners LLC reports $159,075,811 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**How have Strivus Wealth Partners LLC's assets and staff changed since 2025?**
In the Form ADV data for Strivus Wealth Partners LLC: Regulatory assets under management: $139,268,246 in the October 2025 data and $159,075,811 in the October 2026 data, up 14%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strivus Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (57).

**Which custodians does Strivus Wealth Partners LLC use?**
Strivus Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Strivus Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173580

**What changed in Strivus Wealth Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $139,268,246 to $159,075,811 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Flat fee: $2,000 to $20,000 (Project-Based Financial Planning)

> SWP charges either a fixed or hourly fee for Project-Based Financial Planning. Fixed fee rates range between $2,000 and $20,000. Our hourly rate is $400 per hour.

- Hourly rate: $400 an hour (Project-Based Financial Planning)

> SWP charges either a fixed or hourly fee for Project-Based Financial Planning. Fixed fee rates range between $2,000 and $20,000. Our hourly rate is $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,075,811
- Discretionary: $159,075,811
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $37,708,035 |
| High net worth individuals | 57 | $121,367,776 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strivuswealth.com
- Facebook @strivuswealthpartners
- Instagram @strivuswealthpartners
- X @joey_loss
- YouTube @strivuswealthpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $139,268,246 | 4 | February 4, 2025 |
| October 2026 | $159,075,811 | 4 | June 11, 2026 |

Regulatory assets under management: $139,268,246 in the October 2025 data and $159,075,811 in the October 2026 data, up 14%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $139,268,246 to $159,075,811 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strivus Wealth Partners LLC (CRD 173580): Form ADV filing data as of October 2026.