Strive Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,082,698
Total clients
41
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$123,968
About
The firm provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, small businesses, foundations and charitable organizations. Planning services are offered on a broad-based or modular basis (covering cash flow, retirement, education, tax and estate issues) and portfolio management is offered on an ongoing, discretionary basis.
The firm’s investment approach blends fundamental and technical analysis and employs both active and passive strategies to construct diversified, tax-aware portfolios. Recommended holdings may include mutual funds and ETFs as well as individual equities, fixed income, REITs, MLPs and, when appropriate, options strategies or leveraged/inverse ETFs, with periodic reviews and rebalancing to reflect changing objectives or market conditions.
Distinctive features for a firm of this size include a single-advisor structure that does not utilize sub‑advisors and a principal who is separately licensed as an independent insurance agent and may earn commissions from insurance sales, a potential conflict the brochure discloses. The firm prefers Interactive Brokers as its custodian and participates in the custodian’s advisor support program (receiving research and operational services), does not vote client proxies or participate in related litigation on clients’ behalf, and does not act as custodian or engage in proprietary trading.
Client services
Expertise
Fee options
$0 - $2 million: 1.75% $2 million - $5 million: 1.50% $5 million - $10 million: 1.25% $10 million+: 1.00%
$150 per hour, billed in 15-minute increments
Main office location
Strive Investment Management, LLC
American Fork UT, United States
Number of offices
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")