Drive Wealth Advisers is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lehi, UT. Its latest Form ADV filing, dated April 27, 2026, reports $1.5B in regulatory assets under management, 17 employees, 1 office, and 4,196 accounts.
Assets Under Management
$1.5B
Employees
17
Offices
1 office
Total Clients
1,112
Primary office
LEHI, UT
3333 N DIGITAL DRIVE, #700, LEHI, UT, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
744
2
HNWI
29.6%
329
3
Pension Plans
3.2%
36
4
Corporations
0.2%
2
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 27, 2026
Discretionary97.3%
$1.5B
97% of total RAUM97.3%
Non-discretionary2.7%
$40M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts4,196
10Y AUM Change+$1.3B (+729.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee65:1
10Y Employee Change+10 (+142.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.