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Steven Howard Van wie

Investment adviser representative at Strivus Wealth Partners LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$159.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Strivus Wealth Partners LLCMay 2025 to now
  2. Svw Consulting LLCJan 2020 to now
  3. Van Wie FinancialJan 2015 to Jan 2020
  4. Steven H Van Wie, LLCOct 2006 to Jan 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (FL).

Strivus Wealth Partners LLC

$159.1MAssets managed
173Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4352650
Firm CRD
173580
Advisor's SEC record (opens in a new tab)
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