# Drew Ruiz

> Drew Ruiz is a fee-only financial advisor at Stravida Wealth in Anaheim, California. Drew focuses on small business owners and tax planning. Stravida Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/drew-ruiz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stravida Wealth
- **Based in:** Anaheim, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.3M across 20 accounts
- **Specialties:** Small business owners, Tax planning
- **Works with:** Founders
- **CRD:** 8066806 (https://adviserinfo.sec.gov/individual/summary/8066806)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.stravidawealth.com/

## Frequently asked questions

### Is Drew Ruiz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Stravida Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Drew charge for financial advice?

Drew's firm, Stravida Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Drew Ruiz based?

Drew Ruiz is based in Anaheim, California.

### What does Drew specialize in?

Drew's specialties include small business owners and tax planning. Drew works with founders.

### Is Drew Ruiz registered with the SEC?

Yes. Drew Ruiz is registered as an investment adviser representative in CA (CRD 8066806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stravida Wealth manage?

Stravida Wealth reports $1.3M across 20 accounts in assets under management.

### How do I contact Drew Ruiz?

Through Drew's website, www.stravidawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8066806): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stravidawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.