Steven H. Van Wie

STRIVUS WEALTH PARTNERS LLC

PONTE VEDRA BEACH, FL

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CRD#: 4352650

Professional summary

Steven Howard Van Wie, CFP® is a registered financial advisor currently at STRIVUS WEALTH PARTNERS LLC located in Ponte Vedra Beach, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 5 firms and has passed the Series 66, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

D/B/A STEVEN H. VAN WIE, LLC UNTIL FURTHER NOTICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Howard Van Wie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

April 3, 2015 - Present

STRIVUS WEALTH PARTNERS LLC

RIA

CRD#: 173580

PONTE VEDRA BEACH, FL

Past

February 19, 2004 - January 7, 2015

MADDEN ADVISORY SERVICES, INC.

RIA

CRD#: 112607

JACKSONVILLE, FL

Past

December 10, 2001 - December 21, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

JACKSONVILLE, FL

Past

November 16, 2001 - December 12, 2001

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

April 26, 2001 - October 1, 2001

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRIVUS WEALTH PARTNERS LLC

STEVEN H VAN WIE LLC | VAN WIE FINANCIAL | STRIVUS WEALTH PARTNERS LLC

CRD#: 173580 / SEC#: 801-131967

RIA

Registered Investment Advisory firm - (2/12/2025 Approved)

Florida

Registered Investment Advisory firm - (4/24/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (4/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/13/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/6/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/25/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/18/2003

General Securities Principal Examination

Current Firm

STRIVUS WEALTH PARTNERS LLC

STEVEN H VAN WIE LLC | VAN WIE FINANCIAL | STRIVUS WEALTH PARTNERS LLC

CRD#: 173580 / SEC#: 801-131967

RIA

Registered Investment Advisory firm - (2/12/2025 Approved)

Florida

Registered Investment Advisory firm - (4/24/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (4/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/24/2025 Terminated)

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Contact information

Main Address

1538 The Greens Way Suite 105, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 685-1505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	486
AUM (Assets Under Management)	$ 139,268,246

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Steven H. Van Wie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Howard Van Wie's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADDEN ADVISORY SERVICES, INC.

FSC SECURITIES CORPORATION

IFG NETWORK SECURITIES, INC.

SUNSET FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STRIVUS WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/13/2001

Series 7

Date: 3/6/2001

Series 51

Date: 3/25/2003

Series 24

Date: 3/18/2003

Current Firm

STRIVUS WEALTH PARTNERS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRIVUS WEALTH PARTNERS LLC

TRUST BUT VERIFY

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