Dakota
Dakota
Book a Demo
Talk to an Expert

Strivus Wealth Partners

EST. AUM
$159,075,811

CONTACTS
3

CLIENT ACCOUNTS
549

Firm Details

Metro area Jacksonville
CRD Number 173580
Website strivuswealth.com
Client types

Overview

Strivus Wealth Partners was established in 2025 through the merger of two Jacksonville-based firms, led by Adam Van Wie, CFP®, Steve Van Wie, CFP®, and Joey Loss, CFP®. The firm is a fee-only fiduciary planning company that offers financial planning and wealth management services. The team has over 40 years of combined experience in the financial services industry.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy