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| Drive Wealth Management LLC
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| |
|---|---|
| CRD # | 174728 |
| SEC # | 801-113223 |
| CIK # | 0001952781 |
| AUM | $2.0 BB (2024-03-14) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 801-901-6150 |
| Address | 3333 N Digital Drive Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.2 | |
| MSFT | 1,918,222.4 | 10.9 | |
| NVDA | 399,550.0 | 9.1 | |
| AMZN | 1,092,997.8 | 5.5 | |
| FSK | 5,490.0 | 4.5 | |
| NCNO | 3,590.3 | 4.2 | |
| GOOGL | 1,475,138.5 | 4.2 | |
| META | 434,852.0 | 3.5 | |
| GOOG | 1,482,566.4 | 3.4 | |
| XOM | 385,508.3 | 3.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 619 | 0.1 |
| (b) Individuals (high net worth individuals) | 331 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 139 | 0.3 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,750 | 2.0 |
| By Discretionary | ||
| Discretionary | 3,596 | 1.5 |
| Non-Discretionary | 154 | 0.5 |
| Total | 3,750 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,750 | 2.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001952781] |
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