Strivus Wealth Partners LLC logo

Strivus Wealth Partners LLC

Updated today

Client AUM

$159,075,811

Clients

173

Advisors

3

of 4 employees

About

Strivus Wealth Partners provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The fee‑only firm offers both ongoing and project‑based planning alongside portfolio management and related services.

The firm manages approximately $159 million in discretionary assets and operates with three advisors who develop personalized investment policies and asset‑allocation targets using methods such as modern portfolio theory, fundamental, technical, charting, and cyclical analysis. Portfolios typically include stocks, bonds, mutual funds and ETFs, and the brochure specifically discloses use of buffered ETFs and advice regarding digital assets and virtual currencies with detailed risk explanations.

The brochure and cover materials display an active social media presence (Facebook, LinkedIn, Instagram) and indicate the firm uses endorsements in advertising, a practice that is uncommon among similar supported firms. Strivus also highlights business‑planning and project‑based services and provides unusually detailed disclosures on digital‑asset risks and complex ETF strategies, which differentiate its written disclosures from many peers.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for Project-Based Financial Planning range from $2,000 to $20,000

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $6,999,999: 0.95% $7,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.75% $20,000,000+: 0.50%

Project-based

$400 per hour for Project-Based Financial Planning

Other

Account minimum: $100,000 Fee-only: Ongoing Financial Planning fees range from $0 to $2,500 per month or $0 to $7,500 per quarter ($0 to $30,000 annually), negotiable and dependent on client needs and complexity. Project-Based Financial Planning fixed fees range from $2,000 to $20,000; hourly rate is $400 per hour.

Main office

1538 The Greens Way, Suite 105

Jacksonville Beach FL 32250

Advisors at this office

3

Most active in

Florida · Louisiana · Texas · Virginia

Also doing business as

Steven H Van Wie LLC · Strivus Wealth Partners LLC · Van Wie Financial

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Adam V

CFP®

Jacksonville Beach, FL

Strivus Wealth Partners LLC

Adam Van Wie is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Investment Officer / Chief Executive Officer of Strivus Wealth Partners. Adam is the co-host of the Van Wie Financial Hour, a weekly radio show and podcast. Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Adam has been a practitioner of financial planning for over 10 years and has run his own firm for almost all of that time. He ran his own firm under the name Van Wie Financial for 10 years before merging with Joey Loss and launching Strivus Wealth Partners in 2025. Adam received his B.S. in Engineering with a Business Minor from Tulane in 1998. He then went on to receive his MBA from Emory University in 2002. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida, including a stint as the President of that board. Fun fact – the FPA executive board is where he and Joey first met in 2018. Adam lives with his wife Jessica, son Justin, and daughter Taylor in Jacksonville Beach, FL. When he’s not serving clients, Adam enjoys traveling, boating, reading, fishing, surfing, and spending time outdoors with his wife and kids.

General retirement planning Founder/Business Owner Executive Parents Gen X (Born 1965-1980)

Joey L

CFP®

Jacksonville Beach, FL

Strivus Wealth Partners LLC

Joey Loss is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners. Joey hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website. Joey offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Joey has been a student and practitioner of financial planning for over 10 years and has spoken at conferences for other planners on the topics of planning process and raising great advisors. He founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam’s firm to launch Strivus Wealth Partners in 2025. Joey received his B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014. He is currently an Executive Board member for the Genesis group of the National Associate of Personal Financial Planners. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. Fun fact – the FPA executive board is where he and Adam first met in 2018. Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in the historic Springfield district near downtown Jacksonville. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues music or baseball.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
user avatar

Steven V

CFP®, Series 66

Jacksonville Beach, FL

Strivus Wealth Partners LLC

Steven Van Wie is a CFP® with 22 years of experience in financial advising. He is currently a principal at Strivus Wealth Partners LLC and previously operated SVW Consulting LLC and Van Wie Financial. His business activities include operating under the name Steven H. Van Wie, LLC. Strivus Wealth Partners provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The fee-only firm manages approximately $159 million in assets and employs a variety of investment analysis methods to develop personalized portfolios that often include stocks, bonds, mutual funds, ETFs, and digital asset advice.

Cash flow / budgeting Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)