RIA Intel›Advisers›South Carolina›STRAVOLO WEALTH MANAGEMENT, LLC

STRAVOLO WEALTH MANAGEMENT, LLC

Advisory

SPARTANBURG, SC

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$144K

across 62 accounts

AUM per adviser

$3M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, NC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

The full client-type breakdown and the share of AUM each category represents.

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