A complete list of active advisors currently associated with Drive Wealth Advisers
Warmer can help you find a great advisor at Drive Wealth Advisers or one who fits your needs even better.
Drive Wealth Advisers provides investment advisory and planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning, selection and monitoring of sub‑advisers, pension consulting, and family office services that can include consolidated reporting and bill‑pay capabilities. The firm emphasizes customized, goals‑based asset allocation and ongoing monitoring, preparing written Investment Policy Statements and conducting formal account reviews at least annually. Its stated investment tools and strategies range broadly — from long‑ and short‑term equity strategies to options and other derivatives, structured products, buffer ETFs, direct indexing, and the use of borrowing (margin and securities‑backed lines of credit) where appropriate and consistent with client objectives. Distinctive features disclosed in the brochure include multiple affiliated businesses under a common holding company — including an insurance agency and an accounting/bookkeeping practice — and the firm’s involvement as sponsor/manager of private real‑estate interests (Yama Point, LLC) in which clients may participate. The firm also discloses practices that are less common among peers, such as compensating outside consultants for client solicitations, assisting clients with SBLOC applications, and using third‑party AI tools to record and transcribe meetings, and it describes disclosures and procedures used to address the related conflicts of interest.
To learn more about the advisors currently working at Drive Wealth Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Drive Wealth Advisers's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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