firm profile
Drive Wealth Advisers
Overview
Drive Wealth Advisers is an SEC registered investment adviser based in Lehi, UT, registered since 2018. It reports $1.5B in assets under management across 4,196 accounts, with 17 employees. It has 17 investment adviser representatives.
- Reported AUM
- $1.5B
- Discretionary
- 97%
- Accounts
- 4,196
- Average account
- $358K
- Employees
- 17
- Advisory reps
- 17
- Registered since
- 2018
- Jurisdictions
- 17
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 5
- Lowell Charles Crabb President CRD 5188240
- James Kirk Hawker Chief Investment Officer CRD 6572776
- Matthew James Pendleton Chief Compliance Officer CRD 4905346
2 more executive officers, with direct contact details
Advisory reps 3 of 17
- Scott Mons Broadbent Insurance Agent · Investment Adviser Rep CRD 3206871
- Joshua Paul Coombs Investment Adviser Rep CRD 7675279
- Lowell C Crabb Insurance Agent · Investment Adviser Rep CRD 5188240
14 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3333 N Digital Dr Ste 700
Lehi, UT 84043 - County
- Utah
- Metro area
- Provo-Orem, UT
- Region
- West
Registrations
- SEC registered
- Registered in 17 jurisdictions
- Website: drivewealthadvisers.com
Every state, with registration dates
Similar firms near Lehi
- Townsquare Capital, LLCLehi, UT$18.1B AUM
- West Rim II Ugp, LLCLehi, UT$1.8B AUM
- West Rim Capital Associates II, L.P.Lehi, UT$1.7B AUM
- B.O.S.S. Retirement Advisors, LLCLehi, UT$1.4B AUM
- Tanara Wealth Management LLCLehi, UT$1.1B AUM
request a demo
See what we have on Drive Wealth Advisers
We'll walk you through the full profile and how to find more firms like this one.