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Derive Wealth LLC

● SEC registered since 2025CRD 284619SEC# 801-132085Pasadena, CA
Export (members)
Reg. AUM
$112.6M
Employees
2
Accounts
284
Location
Pasadena, CA

Derive Wealth LLC assets under management

Derive Wealth LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $112.6 million in regulatory assets under management and employs 2 people.

Derive Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan Takeshi Miyamoto ControlChief Compliance Officer/Managing MemberOver 75%2016

Frequently asked questions

How much does Derive Wealth LLC manage?

Derive Wealth LLC reports $112.6 million in regulatory assets under management on its Form ADV.

How many employees does Derive Wealth LLC have?

Derive Wealth LLC reports 2 employees.

Where is Derive Wealth LLC located?

Derive Wealth LLC is based in Pasadena, CA and has been SEC-registered since 2025.

Does Derive Wealth LLC disclose fund performance?

Derive Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35 North Lake Ave., Suite 710, Pasadena, CA 91101
Phone626-800-3864
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.6M
Non-discretionary$0
Total (RAUM)$112.6M