Derive Wealth LLC
● SEC registered since 2025CRD 284619SEC# 801-132085Pasadena, CA
Reg. AUM
$141.3M
Employees
2
Accounts
298
Location
Pasadena, CA
Derive Wealth LLC assets under management
Derive Wealth LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $141.3 million in regulatory assets under management and employs 2 people.
Derive Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Takeshi Miyamoto Control | Chief Compliance Officer/Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Derive Wealth LLC manage?
Derive Wealth LLC reports $141.3 million in regulatory assets under management on its Form ADV.
How many employees does Derive Wealth LLC have?
Derive Wealth LLC reports 2 employees.
Where is Derive Wealth LLC located?
Derive Wealth LLC is based in Pasadena, CA and has been SEC-registered since 2025.
Does Derive Wealth LLC disclose fund performance?
Derive Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 35 North Lake Ave., Suite 710, Pasadena, CA 91101 |
| Phone | 626-800-3864 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.3M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$141.3Mregulatory AUM
Discretionary $141.3M