Managing Member and CCO · Strivus Wealth Partners LLC
Adam D. Van Wie
CRD 6431360 · Named on Form ADV at one SEC-registered adviser
At a glance
Strivus Wealth Partners LLC, an SEC-registered wealth manager based in Jacksonville Beach, FL with $159 million in regulatory assets, lists Adam D. Van Wie on its Form ADV as Managing Member and CCO, a control person.
Firms and roles
- Strivus Wealth Partners LLCManaging Member and CCOWealth manager · Jacksonville Beach, FL · $159M in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joseph K. LossOwner, Chief Planning Officer, Strivus Wealth Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.