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Stravolo Wealth Management, LLC

Adviser in Spartanburg, SC

State registeredNo commissions reported

Call (864) 587-1685Send a messageMap ↗

Public-record details

Address
775 Spartan Boulevard, Suite 105, Spartanburg, SC 29301
Phone
(864) 587-1685
CRD number
149636
Registration
State registered: GA, NC, SC
Compensation (Form ADV 5.E)
Other (No Management Fees Are Charged)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$8.9 million
Accounts managed
62
Clients reported (Form ADV 5.D)
62
Individual / high-net-worth clients
62 / 0
Employees
5
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-10

State registered (GA, NC, SC) investment adviser, CRD 149636, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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