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| Drive Wealth Management LLC
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| CRD # | 174728 |
| SEC # | 801-113223 |
| CIK # | 0001952781 |
| AUM | 1,500.8 M (2026-04-27) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-901-6150 |
| Address | 3333 N Digital Drive Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.1 | ||
| Apple Inc | 15.0 | ||
| Microsoft Corp | 11.0 | ||
| Amazon Com Inc | 8.5 | ||
| Alphabet Inc | 7.6 | ||
| Facebook Inc | 5.8 | ||
| Broadcom Inc | 5.0 | ||
| Alphabet Inc | 4.8 | ||
| Tesla Motors Inc | 4.7 | ||
| Caterpillar Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 744 | 0.2 |
| (b) Individuals (high net worth individuals) | 329 | 1.3 |
| (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 | 36 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,196 | 1.5 |
| By Discretionary | ||
| Discretionary | 4,059 | 1.5 |
| Non-Discretionary | 137 | 0.0 |
| Total | 4,196 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 4,196 | 1.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001952781] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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1,498.9 M | |
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|
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