← Back to searchVisit website
DERIVE WEALTH
DERIVE WEALTH LLC
CRD 284619 · SEC 801-132085
35 NORTH LAKE AVE., SUITE 710, PASADENA, CA, 91101, United States
Phone
626-800-3864
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$141.3M
Discretionary AUM
$141.3M
Team
2 total employees; 1 advisory reps; 37 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $141.3M |
| High net worth individuals | 62 | — |
All web addresses on file
Official SEC filing: View on IAPD