STRIVUS WEALTH PARTNERS LLC
SEC RegisteredPLAN SIMPLIFY PROSPER
About the firm
Strivus Wealth is an independent, fee-only financial planning firm staffed by CERTIFIED FINANCIAL PLANNER® (CFP®) professionals serving clients across the United States from Jacksonville Beach, Florida. As fiduciaries, they do not sell products or accept commissions, and are compensated solely by their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including helping clients create financial clarity, build lasting wealth, and balance short-term needs with long-term goals.
Who they serve
Individuals and families across the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 116 | $38M |
| High Net Worth Individuals | 57 | $121M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $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 and Above | 0.50% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRIVUS WEALTH PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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