A complete list of active advisors currently associated with Strivus Wealth Partners LLC

Warmer can help you find a great advisor at Strivus Wealth Partners LLC or one who fits your needs even better.

Strivus Wealth Partners provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The fee‑only firm offers both ongoing and project‑based planning alongside portfolio management and related services. The firm manages approximately $159 million in discretionary assets and operates with three advisors who develop personalized investment policies and asset‑allocation targets using methods such as modern portfolio theory, fundamental, technical, charting, and cyclical analysis. Portfolios typically include stocks, bonds, mutual funds and ETFs, and the brochure specifically discloses use of buffered ETFs and advice regarding digital assets and virtual currencies with detailed risk explanations. The brochure and cover materials display an active social media presence (Facebook, LinkedIn, Instagram) and indicate the firm uses endorsements in advertising, a practice that is uncommon among similar supported firms. Strivus also highlights business‑planning and project‑based services and provides unusually detailed disclosures on digital‑asset risks and complex ETF strategies, which differentiate its written disclosures from many peers.

To learn more about the advisors currently working at Strivus Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.