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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Drive Wealth Management LLC
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| CRD # | 174728 |
| SEC # | 801-113223 |
| CIK # | 0001952781 |
| AUM | $2.2 B (2025-03-17) |
| Employees | 28 (93% Investors, 0% Brokers) |
| Phone | 801-901-6150 |
| Address | 3333 N Digital Drive Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.9 | ||
| Nvidia Corp | 13.7 | ||
| Microsoft Corp | 13.4 | ||
| Amazon Com Inc | 8.3 | ||
| Facebook Inc | 6.9 | ||
| Alphabet Inc | 4.7 | ||
| Tesla Motors Inc | 3.9 | ||
| Broadcom Inc | 3.9 | ||
| Alphabet Inc | 3.6 | ||
| Exxon Mobil Corp | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 821 | 0.2 |
| (b) Individuals (high net worth individuals) | 396 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 157 | 0.3 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,487 | 2.2 |
| By Discretionary | ||
| Discretionary | 4,348 | 1.8 |
| Non-Discretionary | 139 | 0.4 |
| Total | 4,487 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 4,487 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001952781] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Glassman Wealth Services LLC
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|
VA | 2.2 |
|
Maple Capital Management Inc
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|
VT | 2.2 |
|
Tributary Capital Management LLC
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NE | 2.2 |
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Moody Lynn Lieberson & Walker LLC
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MA | 2.2 |
|
Rockwood Wealth Management LLC
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|
PA | 2.2 |
|
Shufro Rose & Co LLC
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NY | 2.2 |
|
Duncan Williams Asset Management LLC
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|
TN | 2.2 |
|
Fulton Breakefield Broenniman LLC
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|
MD | 2.2 |
|
GC Wealth Management RIA LLC
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|
MA | 2.2 |
|
Foster Victor Wealth Advisors LLC
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|
SC | 2.2 |