Drew Ruiz
Stravida Wealth · Anaheim, California
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Stravida Wealth |
|---|---|
| Based in | Anaheim, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.3M across 20 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8066806 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stravidawealth.com |
| Profile |
How Drew's firm compares
- Stravida Wealth's average account is about $65,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Drew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Stravida Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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