PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Drive Wealth Management, LLC

● SEC registered since 2018CRD 174728SEC# 801-113223Lehi, UT
Export (members)
Reg. AUM
$1.5B
Employees
17
Accounts
4,196
Location
Lehi, UT

Drive Wealth Management, LLC assets under management

Drive Wealth Management, LLC is an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 17 people.

Drive Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Crabb Financial, LLC ControlManaging MemberOver 75%2015
James Kirk HawkerChief Investment OfficerUnder 5%2025
Lowell Charles Crabb ControlPresidentUnder 5%2015
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Drive Wealth Management, LLC manage?

Drive Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Drive Wealth Management, LLC have?

Drive Wealth Management, LLC reports 17 employees.

Where is Drive Wealth Management, LLC located?

Drive Wealth Management, LLC is based in Lehi, UT and has been SEC-registered since 2018.

Does Drive Wealth Management, LLC disclose fund performance?

Drive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3333 N Digital Drive, #700, Lehi, UT 84043
Phone801-901-6150
Fax801-901-6467
Office hours8:00 a.m. To 6:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1952781
Discloses disciplinary historyNo

Regulatory AUM

$1.5B▼ 31%
Mar '25 — $2.18BApr '25 — $2.18BMay '25 — $2.18BJun '25 — $2.18BJul '25 — $2.18BAug '25 — $2.18BSep '25 — $2.18BOct '25 — $2.18BNov '25 — $2.18BDec '25 — $2.18BJan '26 — $2.18BFeb '26 — $2.18BMar '26 — $1.5BApr '26 — $1.5BMay '26 — $1.5BJun '26 — $1.5B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$1.5Bregulatory AUM
Discretionary $1.46BNon-discretionary $40M