Stravolo Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stravolo Wealth Management provides discretionary investment management and financial planning primarily for individual clients, with some service to pension and profit-sharing plans, generally for investors with at least a five-year time horizon. Management is limited to specific investment vehicles—ProFunds mutual funds and subaccounts of Prudential and Jackson National variable annuities—and the firm manages those accounts on a discretionary basis.
The firm employs an active, tactical investment approach using a proprietary blend of style rotation, sector rotation, a fundamental component, market overlay, and opportunistic trading to pursue long‑term growth while seeking to limit participation in prolonged market declines. Management may also use dollar‑cost averaging and temporary allocations to money market funds as part of its risk-management toolbox.
Distinctively, the firm does not charge percentage‑of‑assets‑under‑management advisory fees for the listed managed vehicles; instead, accounts are handled on product platforms where commissions and trailing (12b‑1) payments to the registered representative may apply, a structure the brochure identifies as a potential conflict of interest. The firm operates with a single lead advisor, modest assets under management (about $9 million across roughly 62 clients), a single broker‑dealer relationship and no focus on high‑net‑worth clients, which differentiates it from many peers in the supported-firm category.
Client services
Expertise
Fee options
Commissions and/or trail commissions are paid to the registered representative on product purchases; no advisory fees charged for management of the investment vehicles listed.
Main office
775 Spartan Boulevard, Suite 105
Spartanburg SC 29301
Advisors at this office
1
Most active in
Georgia · North Carolina · South Carolina
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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