Steven Van Wie
Strivus Wealth Partners · Jacksonville Beach, Florida
Steven Van Wie 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 · CRD 4352650 |
| Exams passed | Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.strivuswealth.com |
How Steven'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 Steven
Is Steven Van Wie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Strivus Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Van Wie based?
Steven Van Wie is based in Jacksonville Beach, Florida.
What credentials does Steven Van Wie hold?
Steven Van Wie holds the CFP credential.
Is Steven Van Wie registered with the SEC?
Yes. Steven Van Wie is registered as an investment adviser representative in FL (CRD 4352650), 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 Steven Van Wie?
Through Steven'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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