JACKSONVILLE BEACH, FLCRD 173580Latest ADV March 13, 2026
Strivus Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville Beach, FL. Its latest Form ADV filing, dated March 13, 2026, reports $159M in regulatory assets under management, 4 employees, and 549 accounts.
Assets Under Management
$159M
Employees
4
Offices
--
Total Clients
173
Primary office
JACKSONVILLE BEACH, FL
1538 THE GREENS WAY, SUITE 105, JACKSONVILLE BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
116
2
HNWI
32.9%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 13, 2026
Discretionary100.0%
$159M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts549
10Y AUM Change+$20M (+14.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.