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Stravolo Wealth Management Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Stravolo Wealth Management is a financial services firm based in Spartanburg, South Carolina, that specializes in helping CPAs provide customized personal financial planning to their clients. It was founded by Steve Stravolo, a CPA and Investment Adviser Representative, who saw the CPA-client relationship as a natural channel for future planning and financial education. The firm offers securities and advisory services through LPL Financial, a registered investment adviser, anchoring its operations in a broader advisory network.

Its target market includes CPAs and the clients they serve, with a focus on tailored financial guidance delivered through collaborative partnerships. The company operates with a small team, reflecting a specialized, adviser-led approach within the financial services landscape. For compliance, the firm's professionals transact only with residents of states where they are properly registered or licensed, under the framework of LPL Financial's regulatory environment.

Find Stravolo Wealth Management employees' phone numbers or email addresses

Stravolo Wealth Management Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Stravolo Wealth Management's Leadership

  • Stylized image of a person
    W. G.
    Partner
    Mobile Phone
  • Stylized image of a person
    K. P.
    Certified Financial Planner
    Mobile Phone
  • Stylized image of a person
    K. C.
    Client Service Professional
    Mobile Phone
  • Stylized image of a person
    M. I.
    Registered Representative
    Mobile Phone

Stravolo Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Stravolo Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. G.
    Partner
    Mobile Phone
    United StatesSouth Carolina
    Jun 08, 2026
  • Stylized image of a person
    K. P.
    Certified Financial Planner
    Mobile Phone
    United StatesSouth Carolina
    Apr 13, 2026
  • Stylized image of a person
    K. C.
    Client Service Professional
    Mobile Phone
    United StatesSouth Carolina
    Oct 23, 2024
  • Stylized image of a person
    M. I.
    Registered Representative
    Mobile Phone
    United StatesSouth Carolina
    Sep 11, 2025

Frequently Asked Questions

What is Stravolo Wealth Management known for?

Minus sign iconPlus sign iconStravolo Wealth Management was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-864-587-****
. Explore Stravolo Wealth Management's company overview page for more information.

What is Stravolo Wealth Management's most common email format?

Minus sign iconPlus sign iconStravolo Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stravolo Wealth Management email formats with LeadIQ.

How many employees does Stravolo Wealth Management have currently?

Minus sign iconPlus sign iconStravolo Wealth Management has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Stravolo Wealth Management's key employees and leadership?

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As of July 2026, Stravolo Wealth Management's key employees include:

  • Partner: W. G.
  • Certified Financial Planner: K. P.
  • Client Service Professional: K. C.
  • Registered Representative: M. I.

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