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Strivus Wealth Partners LLC

Updated today

Total assets under management

$139,268,246

Total clients

144

27% high-net worth

Total advisors

3

of 4 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

48

Average account size

$967,141

Client services

Financial planning Portfolio management

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $2,000 to $20,000.

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $6,999,999: 0.95% $7,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.75% $20,000,000+: 0.50%

Project-based

$400 per hour for Project-Based Financial Planning.

Other

Account minimum: $100,000 Fee-only: Ongoing Financial Planning fee ranges from $0 to $2,500 per month or $0 to $7,500 per quarter ($0 to $30,000 annually), negotiable; Project-Based Financial Planning fixed fees range from $2,000 to $20,000 or hourly rate of $400 per hour.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Strivus Wealth Partners LLC

1538 The Greens Way, Suite 105

Jacksonville Beach FL 32250, United States

Number of offices

1

Advisors at this firm

Adam V

CFP®

Jacksonville Beach, FL

Strivus Wealth Partners LLC

Adam Van Wie is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Investment Officer / Chief Executive Officer of Strivus Wealth Partners. Adam is the co-host of the Van Wie Financial Hour, a weekly radio show and podcast. Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Adam has been a practitioner of financial planning for over 10 years and has run his own firm for almost all of that time. He ran his own firm under the name Van Wie Financial for 10 years before merging with Joey Loss and launching Strivus Wealth Partners in 2025. Adam received his B.S. in Engineering with a Business Minor from Tulane in 1998. He then went on to receive his MBA from Emory University in 2002. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida, including a stint as the President of that board. Fun fact – the FPA executive board is where he and Joey first met in 2018. Adam lives with his wife Jessica, son Justin, and daughter Taylor in Jacksonville Beach, FL. When he’s not serving clients, Adam enjoys traveling, boating, reading, fishing, surfing, and spending time outdoors with his wife and kids.

General retirement planning Parents Gen X (Born 1965-1980)

Joey L

CFP®

Jacksonville Beach, FL

Strivus Wealth Partners LLC

Joey Loss is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners. Joey hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website. Joey offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Joey has been a student and practitioner of financial planning for over 10 years and has spoken at conferences for other planners on the topics of planning process and raising great advisors. He founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam’s firm to launch Strivus Wealth Partners in 2025. Joey received his B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014. He is currently an Executive Board member for the Genesis group of the National Associate of Personal Financial Planners. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. Fun fact – the FPA executive board is where he and Adam first met in 2018. Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in the historic Springfield district near downtown Jacksonville. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues music or baseball.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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Steven V

CFP®, Series 66

Ponte Vedra Beach, FL

Strivus Wealth Partners LLC

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