Drivewealth, LLC

Overview

Drivewealth, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2013. The platform records the firm’s ownership as a domestic entity and individual combination and classifies the adviser as "unclassified." The firm is not flagged as a capital allocator, a pension consultant, a related adviser, or an active ESG investor. FINTRX also indicates the firm is not registered as a multi-state adviser and is not newly formed. The dataset is sparse on business model details: advisory activities, fee structure, client segments and specific services are not listed in the source provided, so public-facing descriptions of how Drivewealth positions itself or its target clients cannot be confirmed from this record.

Assets & Accounts

Location & Offices