Joseph Loss
Strivus Wealth Partners · Jacksonville Beach, Florida
Joseph Loss is a fee-only financial advisor at Strivus Wealth Partners in Jacksonville Beach, Florida, who holds the CFP credential. Strivus Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strivus Wealth Partners |
|---|---|
| Based in | Jacksonville Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.1M across 549 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6929150 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.strivuswealth.com |
How Joseph's firm compares
- Strivus Wealth Partners's average account is about $290,000, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Joseph
Is Joseph Loss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Strivus Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Strivus Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Loss based?
Joseph Loss is based in Jacksonville Beach, Florida.
What credentials does Joseph Loss hold?
Joseph Loss holds the CFP credential.
Is Joseph Loss registered with the SEC?
Yes. Joseph Loss is registered as an investment adviser representative in FL and TX (CRD 6929150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strivus Wealth Partners manage?
Strivus Wealth Partners reports $159.1M across 549 accounts in assets under management.
How do I contact Joseph Loss?
Through Joseph's website, www.strivuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Jacksonville Beach
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
- 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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