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 $1,830,137,115 assets under management, offering retirement planning & investment advisory services to 3292 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174728
SEC#	801-113223
Assets Managed by Firm	$1,830,137,115
No. of Clients	3292
No. of Advisors	14

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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3292	$1,830,137,115
Individuals (other than high net worth individuals)	625	$127,562,806
High net worth individuals	293	$1,383,341,094
Pension and profit sharing plans	136	$288,921,376
Charitable organizations	2	$6,100,097
Corporations or other businesses	5	$24,211,742

Inquire with DRIVE WEALTH ADVISERS

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TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$6,250,778,068	28608	89
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	$6,193,243,609	18	53
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$5,644,684,596	3387	56

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