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DRIVE WEALTH ADVISERS
LEHI, UT
801-901-6150
SEC #801-113223Total AUM
$1.5B
Employees
17Clients
1,112Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3333 N DIGITAL DRIVE
#700
LEHI
UT 84043
United States
#700
LEHI
UT 84043
United States
Operating Hours
8:00 AM TO 6:00 PM
Monday - Friday
Monday - Friday
Phone
801-901-6150
Other Offices
1
Financials
Total AUM
$1.5B
Accounts
4,196Discretionary
$1.5B
Accounts
4,059Non-Discretionary
$40M
Accounts
137
Clients
Individual Clients
744AUM
$170.4M
HNW Individual Clients
329AUM
$1.3B
Pension/Profit Sharing Plan Clients
36AUM
$40.7M
Charitable Organization Clients
1AUM
$302.3K
Corporation or Business Clients
2AUM
$780.8K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THE FEE CHARGED BY THE SUB ADVISER
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDMONCNENMNVORTXUTVAWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.