Van Wie Financial

Van Wie Financial (CRD# 173580) is a financial advisory firm headquartered in Jacksonville, FL. They manage $30,084,259 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $175,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Van Wie Financial
Showing 1 - 2 of 2 top financial advisors.
1
Steven H. Van Wie
CRD#: 4352650
Ponte Vedra Beach, FL
96
Wealthminder
score

Steven Van Wie (CRD# 4352650) is an Investment Advisor Representative working at Van Wie Financial in Ponte Vedra Beach, FL and has over 15 years of experience in the finance industry. Steven Van Wie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Adam D. Van Wie
CRD#: 6431360
1538 The Greens Way, Suite 105, Jacksonville, FL 32250
84
Wealthminder
score

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.

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