Drivenwealth, LLC

Overview

Drivenwealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm’s stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. It charges clients on a percentage-of-AUM basis (with some other fee arrangements also noted). The firm is not described as a capital allocator, it does not identify as an active ESG investor, and it does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives