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| Keyboard |
| Strivus Wealth Partners LLC
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|
|---|---|
| CRD # | 173580 |
| SEC # | 801-131967 |
| CIK # | |
| AUM | 159.1 M (2026-06-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 904-685-1505 |
| Address | 1538 The Greens Way Jacksonville Beach, FL 32250 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 37.7 |
| (b) Individuals (high net worth individuals) | 57 | 121.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 159.1 |
| By Discretionary | ||
| Discretionary | 549 | 159.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.1 | |
| Total | 549 | 159.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sequoia Planning & Investments LLC
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160.0 M | |
|
Warnke/Nichols Ltd
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|
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|
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|
Sankala Group LLC
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|
Ventana Private Wealth LLC
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Summitas Investment Management LLC
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|
Beantown Financial Advisors LLC
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158.4 M | |
|
BPC Advisors LLC
✚
|
NY | 158.3 M |
|
FC360 Wealth Management Inc
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|
CA | 158.2 M |