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Drive Wealth Management, LLC

● SEC registered since 2018CRD 174728SEC# 801-113223Lehi, UT
Export (members)
Reg. AUM
$2.18B
Employees
28
Accounts
4,487
Location
Lehi, UT

Drive Wealth Management, LLC assets under management

Drive Wealth Management, LLC is an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2018. It reports $2.2 billion in regulatory assets under management and employs 28 people.
www.drivewealthadvisers.comView on SEC.gov ↗

Drive Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Crabb Financial, LLC ControlManaging MemberOver 75%2015
Lowell Charles Crabb ControlPresidentUnder 5%2015
Matthew James Pendleton ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Drive Wealth Management, LLC manage?

Drive Wealth Management, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Drive Wealth Management, LLC have?

Drive Wealth Management, LLC reports 28 employees.

Where is Drive Wealth Management, LLC located?

Drive Wealth Management, LLC is based in Lehi, UT and has been SEC-registered since 2018.

Does Drive Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address3333 N Digital Drive, #700, Lehi, UT 84043
Phone801-901-6150
Fax801-901-6467
Office hours8:00 a.m. To 6:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1952781
Discloses disciplinary historyNo

Assets under management

Discretionary$1.83B
Non-discretionary$350.1M
Total (RAUM)$2.18B