Van Wie Financial

Van Wie Financial (CRD# 173580) is a financial advisory firm headquartered in Jacksonville Beach, FL. They manage $106,077,962 in 417 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $254,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Van Wie Financial
Showing 1 - 2 of 2 top financial advisors.
1
Adam D. Van Wie
CRD#: 6431360
1538 The Greens Way, Suite 105, Jacksonville Beach, FL 32250

Adam Van Wie (CRD# 6431360) is an Investment Advisor Representative working at Van Wie Financial in Jacksonville, FL and has 2 years of experience in the finance industry.

2
Steven H. Van Wie
CRD#: 4352650
Ponte Vedra Beach, FL

Steven Van Wie (CRD# 4352650) is an Investment Advisor Representative working at Van Wie Financial in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.

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