Wealth Manager
    SEC Registered
    Manages Private Funds

    Drive Wealth Advisers

    Registered investment advisor · Lehi, Utah · CRD #174728

    Assets Under Management
    $1.5B
    Client Accounts
    4,196
    Employees
    17
    CRD Number
    174728
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc, Charles Schwab & Co., Inc., Interactive Brokers Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Drive Wealth Advisers

    Drive Wealth Advisers is a financial services firm founded in 2015, offering investment management and family office services in Lehi, Utah. It has 11-50 employees and provides sophisticated advice to high-net-worth families and business founders.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Drive Wealth Advisers

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    Frequently Asked Questions

    What is Drive Wealth Advisers's AUM?

    Drive Wealth Advisers reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Drive Wealth Advisers headquartered?

    Drive Wealth Advisers is headquartered in Lehi, Utah.

    What is Drive Wealth Advisers's CRD number?

    Drive Wealth Advisers's CRD number is 174728. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Drive Wealth Advisers manage?

    Drive Wealth Advisers manages approximately 4,196 client accounts according to its latest SEC filing.

    Is Drive Wealth Advisers SEC registered?

    Yes, Drive Wealth Advisers is registered with the SEC as an investment adviser with an approved registration status.

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