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DRIVEN INVESTMENTS LLC
CRD 310095 · SEC 801-123246
AL, United States
Phone
844-932-3272
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.2M
Discretionary AUM
$232.5M
Team
8 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1177 | $206.8M |
| High net worth individuals | 15 | $32.3M |
States served
AL, AZ, CA, CO, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/coleweir/
- https://www.facebook.com/TheDrivenInvestments
- https://www.linkedin.com/company/driven-investments-llc
- https://www.thedriveninvestments.com
- http://www.instagram.com/driven.investments
- https://www.linkedin.com/in/christian-williams-536212b8/
- https://www.linkedin.com/in/appreciate-advisor-for-professionals/
Official SEC filing: View on IAPD