DRIVE WEALTH ADVISERS

3333 N Digital Drive
#700
Lehi, Utah 84043
Tel: 801-901-6150

About DRIVE WEALTH ADVISERS

DRIVE WEALTH ADVISERS, formally registered with the SEC as DRIVE WEALTH ADVISERS. The firm was established in 05/11/2018. They have over 4 offices throughout the country.

DRIVE WEALTH ADVISERS is a Lehi, Utah based Financial Planning firm with nearly $2,016,635,518 assets under management, offering retirement planning & investment advisory services to 3750 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174728
SEC#	801-113223
Assets Managed by Firm	$2,016,635,518
No. of Clients	3750
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3750	$2,016,635,518
Individuals (other than high net worth individuals)	619	$119,290,377
High net worth individuals	331	$1,543,122,465
Pension and profit sharing plans	139	$326,348,761
Charitable organizations	3	$7,585,264
Corporations or other businesses	6	$20,288,651

More Retirement Planning firms in Lehi, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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