Drive Wealth Advisers
Lehi, UT·SEC-registered · CRD #174728
Drive Wealth Advisers is an SEC-registered investment advisory firm in Lehi, UT managing $1.5B across 4.3k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
4.3k
Advisory staff
15
Fee model
Fee-based
How Drive Wealth Advisers is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Drive Wealth Advisers
How much does Drive Wealth Advisers manage?
Per its most recent SEC Form ADV filing (04/27/2026), Drive Wealth Advisers reports $1.5B in regulatory assets under management across roughly 4.3k client accounts.
How does Drive Wealth Advisers charge?
Drive Wealth Advisers is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Drive Wealth Advisers a fiduciary?
Yes. Drive Wealth Advisers is registered with the U.S. Securities and Exchange Commission (CRD #174728), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Drive Wealth Advisers taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Drive Wealth Advisers and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lehi, UT
Profile compiled from Drive Wealth Advisers's public SEC Form ADV filing (CRD #174728, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Drive Wealth Advisers. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Drive Wealth Advisers? Claim this profile.