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Strive Wealth Management, LLC

● SEC registered since 2025CRD 335920SEC# 801-132749Dallas, TX
Export (members)
Reg. AUM
$179.1M
Employees
13
Accounts
229
Location
Dallas, TX

Strive Wealth Management, LLC assets under management

Strive Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2025. It reports $179.1 million in regulatory assets under management and employs 13 people.

Strive Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Benjamin Bartley Pham ControlManager & Chief Financial OfficerUnder 5%2024
Brian Logan Beirne ControlChief Legal OfficerUnder 5%2025
Don Lee McArdle ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Strive Wealth Management, LLC manage?

Strive Wealth Management, LLC reports $179.1 million in regulatory assets under management on its Form ADV.

How many employees does Strive Wealth Management, LLC have?

Strive Wealth Management, LLC reports 13 employees.

Where is Strive Wealth Management, LLC located?

Strive Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2025.

Does Strive Wealth Management, LLC disclose fund performance?

Strive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Crescent Court, Suite 1400, Dallas, TX 75201
Phone805-451-2909
Fax805-600-5128
Office hours8:00 - 5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$179.1M
Non-discretionary$0
Total (RAUM)$179.1M