SourcingSourcing

STRIVUS WEALTH PARTNERS LLC

C49
CRD 173580·SEC 801-131967·JACKSONVILLE BEACH, FL
AUM
$159.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$477K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRIVUS WEALTH PARTNERS LLC
CRD
173580
SEC file #
801-131967
EIN
—
DBA names
—

Economics

AUM
$159.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$139.3M → $159.1M▲ +14%
Client mix
Individuals Other116
Individuals High Net Worth57

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
JACKSONVILLE BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
strivuswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VAN WIE, ADAM, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VAN WIE, ADAM, DAVID
LOSS, JOSEPH, KLEIMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STRIVUSWEALTH.COM
Rdap Domain Creation Date
2024-06-10T13:21:55Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-10T13:21:55Z
Rdap Domain Last Changed
2024-06-10T13:21:55Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6431360
Trust Company Affiliate
No

People (3)

3
VAN WIE, ADAM, DAVID
IAR · Direct Owner · 87.5%
6431360
LOSS, JOSEPH, KLEIMAN
IAR · Direct Owner · 17.5%
6929150
STEVEN HOWARD VAN WIE
IAR
4352650