Strava Wealth Management

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Strava Wealth Management - overview

Established

2002

Location

Pittsburgh, PA, US

Primary Industry

Financial Services

About

Based in the US, Strava Wealth Management provides wealth management services, focusing on personalized financial strategies for individuals and businesses, ensuring tailored guidance to meet diverse financial needs. Strava Wealth Management is a wealth management firm formed in 2002, headquartered in Pittsburgh, US. The firm has engaged in one deal, with the most recent transaction taking place on December 31, 2025. Strava was acquired by Mariner Wealth Advisors, LLC, which aims to enhance its presence in the US market.


Strava Wealth Management primarily offers comprehensive wealth management services tailored to meet the financial needs of individuals and businesses. Their core product offerings encompass wealth planning, investment management, tax planning and preparation, estate planning, trust services, and insurance solutions. The firm addresses complex wealth questions and facilitates financial growth for a diverse client base, which includes high-net-worth individuals, families, and businesses seeking strategic financial guidance. Their services empower clients to achieve financial goals through personalized planning and ongoing support, operating across various geographical markets to ensure tailored solutions regardless of location.


Strava Wealth Management generates its revenue through a combination of client fees for advisory services and asset management. Transactions typically involve structured service agreements, with clients engaging the firm for ongoing financial advice and management of their investment portfolios. The firm utilizes a fee-based model, often charging a percentage of assets under management, alongside flat fees for specific services such as tax planning and estate planning. Client engagements may include customized financial strategies, leading to additional advisory fees based on the complexity and scope of services rendered, reflecting the firm's commitment to providing high-value, client-centric solutions for long-term financial success.


Strava Wealth Management's future growth strategy involves the acquisition by Mariner Wealth Advisors, LLC, which will strengthen its foothold in the US market. Although specific new products or services were not detailed, the acquisition is anticipated to enhance operational capabilities and expand service offerings. As part of this transition, Strava is expected to leverage Mariner's resources to explore growth opportunities and potentially expand into new markets.


Current Investors

Mariner Wealth Advisors, LLC

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Website

www.stravawealth.com/

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Strava Wealth Management - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedStrava Wealth Management-

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