Adam Wie is a CFP-designated registered investment advisor at Strivus Wealth Partners LLC, based in Jacksonville Beach, FL, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 173 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.95% |
| $7.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at the adviser's discretion.
Fee Estimator
Contact
Adam Wie
Location
1538 the Greens Way, Suite 105, Jacksonville Beach, FL, 32250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam owns Adam D. Van Wie, LLC, but it is currently not engaged in any activity.
Employment History
Current Registrations
Strivus Wealth Partners LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Adam D. Van Wie is a Certified Financial Planner® and the owner of Van Wie Financial. He is also the co-host of theVan Wie Financial HouronJacksonville’s Newstalk 101.1 FM and 600 AM, WBOBwith 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.