Stravolo Wealth Management, LLC

Stravolo Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of Georgia, North Carolina, South Carolina, with its main office in Spartanburg, South Carolina. On its latest Form ADV, filed March 10, 2026, it reports $8.9M in regulatory assets under management, 62 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Georgia, North Carolina, South Carolina
Firm CRD number	149636
Office	775 Spartan Boulevard Suite 105 Spartanburg, SC 29301
Phone	(864) 587-1685
Website	www.stravolowealth.com
Regulatory assets under management	$8.9M
Individual clients	62 non-high-net-worth, 0 high-net-worth
Financial planning clients	0
How it charges	Other
Services	Portfolio management
Employees	5
Disciplinary disclosures	None reported
Latest Form ADV filing	March 10, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Spartanburg

• Colonial Trust Advisors, Inc. $1.9B
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