DRIVE WEALTH ADVISERS
SEC RegisteredPortfolio Management & Family Office Services for High-Net-Worth Families
About the firm
Drive Wealth Advisers partners with founders, executives, and high-net-worth families whose complex balance sheets require sophisticated advice and concierge financial services. The firm builds endowment-style portfolios with a focus on sourcing and underwriting high quality alternative investments, with asset allocation as the core driver of portfolio design.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and family office services, including building endowment-style portfolios, sourcing and underwriting alternative investments, portfolio design and asset allocation, and holistic balance sheet analysis.
Who they serve
Founders, executives, and high-net-worth families whose complex balance sheets require sophisticated advice and concierge financial services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 744 | $170M |
| High Net Worth Individuals | 329 | $1.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 36 | $41M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DRIVE WEALTH ADVISERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.