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Driven Investments LLC

● SEC registered since 2022CRD 310095SEC# 801-123246
Export (members)
Reg. AUM
$168.6M
Employees
5
Accounts
1,152
Location

Driven Investments LLC assets under management

Driven Investments LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $168.6 million in regulatory assets under management and employs 5 people.

Driven Investments LLC owners & executives

6 reported
NameTitleOwnershipSince
Aaron Daniel Pugh ControlChief Investment Officer, PartnerUnder 5%2020
Christian Alexander WilliamsPartnerUnder 5%2020
Joshua Cole Weir ControlManaging Member, Partner & Chief Compliance Officer25-50%2020
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Frequently asked questions

How much does Driven Investments LLC manage?

Driven Investments LLC reports $168.6 million in regulatory assets under management on its Form ADV.

How many employees does Driven Investments LLC have?

Driven Investments LLC reports 5 employees.

Does Driven Investments LLC disclose fund performance?

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

Contact & registration

Phone844-932-3272
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.7M
Non-discretionary$5.9M
Total (RAUM)$168.6M