Adam D. Van Wie
STRIVUS WEALTH PARTNERS LLC
Jacksonville Beach, FL 32250
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CRD#: 6431360
Professional summary
Adam David Van Wie, CFP® is a registered financial advisor currently at STRIVUS WEALTH PARTNERS LLC located in Jacksonville Beach, Florida.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adam has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
College/Education Planning
Entrepreneurs
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Biography
Adam D. Van Wie is a Certified Financial Planner® and the owner of Van Wie Financial. He is also the co-host of the Van Wie Financial Hour on Jacksonville’s Newstalk 101.1 FM and 600 AM, WBOB with his father, Steven Van Wie. Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Prior to his financial advisory career, Adam worked for several Fortune 500 companies in a combination of finance, sales, consulting, and management jobs.
Adam received his undergraduate degree in Mechanical Engineering from Tulane University with a minor in Business Administration, and his MBA from Emory University. Adam sits on the board of directors of the Financial Planning Association of Northeast Florida.
Adam is a native of Wisconsin, and moved to Florida in 1992 with his family. He has a wife, Jessica, and two young children, and currently lives in Jacksonville Beach. Outside of work, you will frequently find Adam surfing, shuttling his kids to soccer practice, and enjoying the outdoors in beautiful Northeast Florida.
Question & Answer
What are your service offerings?
Retirement Income Management
Small Business Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Life Transitions
Inheritance
What is your minimum asset requirement?
250K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Adam David Van Wie's 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®
Start date: 2016
Experience
Current
April 20, 2015 - Present
STRIVUS WEALTH PARTNERS LLC
Office #1: 1538 The Greens Way Suite 105, Jacksonville Beach, FL 32250RIA
CRD#: 173580
Jacksonville Beach, FL
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)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(4/20/2015)
IAR
Louisiana(5/10/2021)
IAR
Texas(11/23/2021)
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)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 549 |
| AUM (Assets Under Management) | $ 159,075,811 |
Red Flags
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Company Information
STRIVUS WEALTH PARTNERS LLC
CRD#: 173580Jacksonville Beach, FL 32250TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
