Drive Wealth Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1,112
- Avg AUM / client
- $1.3M
- Accounts
- 4,196
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Investments (13F portfolio — 376 positions, $473,857,469)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $26,635,005 | 415,652 | 5.62% | 1.77% |
| 2 | Ishares Tr | CORE S&P500 ETF | $26,123,666 | 39,993 | 5.51% | 1.74% |
| 3 | J P Morgan Exchange Traded F | BETABUILDRS US | $19,744,326 | 168,496 | 4.17% | 1.32% |
| 4 | Nvidia Corporation | COM | $17,081,687 | 97,940 | 3.6% | 1.14% |
| 5 | Apple Inc | COM | $14,960,240 | 58,947 | 3.16% | 1.0% |
| 6 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $13,643,898 | 252,431 | 2.88% | 0.91% |
| 7 | Microsoft Corp | COM | $11,037,685 | 29,817 | 2.33% | 0.74% |
| 8 | Vanguard Index Fds | MID CAP ETF | $10,431,617 | 36,324 | 2.2% | 0.7% |
| 9 | Blackrock Etf Trust Ii | ISHARES AAA CLO | $9,307,082 | 179,552 | 1.96% | 0.62% |
| 10 | Amazon Com Inc | COM | $8,476,703 | 40,701 | 1.79% | 0.56% |
| 11 | Simplify Exchange Traded Fun | HIGH YIELD ETF | $8,461,532 | 396,511 | 1.79% | 0.56% |
| 12 | Ishares Tr | CORE S&P SCP ETF | $7,857,278 | 63,207 | 1.66% | 0.52% |
| 13 | Alphabet Inc | CAP STK CL A | $7,638,807 | 26,565 | 1.61% | 0.51% |
| 14 | J P Morgan Exchange Traded F | JPMORGAM LTD DUR | $7,044,765 | 134,983 | 1.49% | 0.47% |
| 15 | Berkshire Hathaway Inc Del | CL B NEW | $6,507,275 | 13,580 | 1.37% | 0.43% |
| 16 | Meta Platforms Inc | CL A | $5,753,864 | 10,057 | 1.21% | 0.38% |
| 17 | Morgan Stanley Etf Trust | EATON VANCE TOTA | $5,676,216 | 111,395 | 1.2% | 0.38% |
| 18 | Capital Grp Fixed Incm Etf T | US MULTI-SECTOR | $5,308,160 | 194,938 | 1.12% | 0.35% |
| 19 | Exxon Mobil Corp | COM | $5,170,977 | 30,478 | 1.09% | 0.34% |
| 20 | Ishares Tr | EAFE VALUE ETF | $5,132,607 | 69,033 | 1.08% | 0.34% |
| 21 | Broadcom Inc | COM | $5,014,684 | 16,202 | 1.06% | 0.33% |
| 22 | Alphabet Inc | CAP STK CL C | $4,844,782 | 16,889 | 1.02% | 0.32% |
| 23 | Tesla Inc | COM | $4,740,809 | 12,753 | 1.0% | 0.32% |
| 24 | Goldman Sachs Etf Tr | ACTIVEBETA INT | $4,284,793 | 99,346 | 0.9% | 0.29% |
| 25 | Goldman Sachs Etf Tr | MARKETBETA INTL | $3,867,377 | 55,335 | 0.82% | 0.26% |
Top 25 of 376 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 744 | $170M | 11.4% |
| High net worth individuals | 329 | $1.3B | 85.9% |
| Pension and profit sharing plans | 36 | $40.7M | 2.71% |
| Charitable organizations | 1 | $302K | 0.02% |
| Corporations and other businesses | 2 | $781K | 0.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Premier Family Medical, Llc 401(k) Retirement Plan Premier Family Medical, Llc | 2024 | |
| Franklin Covey Co. 401(k) Plan Franklin Covey Co. | 2024 | |
| Payday Benefits Retirement Plan Payday Benefits, Llc | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lowell Charles Crabb | Managing Member | CFP | Jan 2008 (19y) | ≈ 56.25% – 100% via Crabb Financial, Llc |
| Grant Milo Rowan | Registered representative | Mar 2019 (7y) | ||
| Michael Daniel Reid | Registered representative | CFP | Jan 2021 (6y) | |
| Jeffrey Carl Ingersoll | Registered representative | Jan 2021 (6y) | ||
| Lynn A. Gilbert | Registered representative | Mar 2021 (5y) | ||
| Michael Jonathan Walsh | Registered representative | Nov 2021 (5y) | ||
| Brenton M Ripley | Registered representative | Oct 2022 (4y) | ||
| Joshua Davis Osmond | Registered representative | Jul 2024 (2y) | ||
| Daniel Mark Wilson | Registered representative | Oct 2024 (2y) | ||
| Joshua Paul Coombs | Registered representative | CFA | Dec 2024 (2y) | |
| Kaige Byron Korth | Registered representative | CFP | Jan 2025 (2y) | |
| Adam Keeler Jones | Registered representative | Feb 2025 (1y) | ||
| Richard Keeler Jones | Registered representative | Feb 2025 (1y) | ||
| Joshua M Ripley | Registered representative | Mar 2025 (1y) | ||
| James Kirk Hawker | Registered representative | CFA | May 2025 (1y) | |
| Elias Stephen Patrick | Registered representative | Dec 2025 (1y) | ||
| Scott Mons Broadbent | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crabb Financial, Llc | Managing Member | Jan 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lowell Charles Crabb: 75% – 100% of Crabb Financial, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Premier Family Medical, Llc 401(k) Retirement Plan | Premier Family Medical, Llc | 0 | $1.2M | 01/01/2024 |
| Franklin Covey Co. 401(k) Plan | Franklin Covey Co. | 918 | $139M | 01/01/2024 |
| Payday Benefits Retirement Plan | Payday Benefits, Llc | 1,385 | $6.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SHARE IN THE FEE CHARGED BY THE SUB ADVISER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.1B (72% of AUM) Jul 2026
- Charles Schwab & Co. $408M (19% of AUM) Oct 2025
- Interactive Brokers $343M (16% of AUM) Oct 2025
- Raymond James $56.8M (10% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗