Drivewealth, Llc
$493M reported client assets across 11 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 7 firms that reported Drivewealth, Llc in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2020, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 4 cohort firms, FY2022: 4 cohort firms. No matched data for FY2019.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $439M | $449M | 98.0% | 03/26/2025 |
| Ursa Financial, Llc | $13.0M | $13.0M | 100.0% | 01/31/2025 |
| Iqvestment, Llc | $10.9M | $10.9M | 100.0% | 03/30/2025 |
| Ml Wealth Llc | $10.6M | $11.2M | 94.1% | 03/26/2025 |
| N | $8.2M | $8.2M | 100.0% | 03/12/2025 |
| Access Softek Advisory Services, Llc | $5.6M | $6.3M | 89.8% | 02/28/2025 |
| Origin Investment Advisory Llc | $2.1M | $2.1M | 100.0% | 03/10/2025 |
| Revolut Wealth Inc. | $1.7M | $1.7M | 100.0% | 02/16/2025 |
| Go Invest Llc | $1.5M | $421M | 0.4% | 03/20/2025 |
| W2 B, Inc. | $196K | $251K | 78.3% | 03/24/2025 |
| N | $30.7K | $30.7K | 100.0% | 09/25/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.