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DRIVE WEALTH ADVISERS
Legal name: DRIVE WEALTH MANAGEMENT, LLC
CRD 174728File 801-113223
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.50B
Above cohort median (national)
Discretionary AUM
$1.46B
Non-discretionary $40.0M
Clients
1,112
4,196 accounts
Employees
17
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 11, 2018
- Principal office
- 3333 N DIGITAL DRIVE, #700, LEHI, UT, 84043
- Phone
- 801-901-6150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.50B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $40.0M
- Discretionary accounts
- 4,059
- Non-discretionary accounts
- 137
- Total accounts
- 4,196
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $781K |
| Charitable organizations | 1 | $302K |
| High net worth individuals | 329 | $1.29B |
| Pension and profit sharing plans | 36 | $40.7M |
| Individuals (other than high net worth individuals) | 744 | $170.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARE IN THE FEE CHARGED BY THE SUB ADVISER
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.