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DRIVE WEALTH ADVISERS
DRIVE WEALTH MANAGEMENT, LLC
CRD 174728 · SEC 801-113223
3333 N DIGITAL DRIVE, #700, LEHI, UT, 84043, United States
Phone
801-901-6150
Fax
801-901-6467
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.50B
Discretionary AUM
$1.46B
Team
17 total employees; 15 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN THE FEE CHARGED BY THE SUB ADVISER
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersGENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 744 | $170.4M |
| High net worth individuals | 329 | $1.29B |
| Pension/profit sharing plans | 36 | $40.7M |
| Charitable organizations | 1 | $302K |
| Corporations/business entities | 2 | $781K |
States served
AZ, CA, CO, GA, ID, NE, NV, NM, NC, OR, UT, VA, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD