Drive Wealth Management, LLC

Drive Wealth Management, LLC (CRD# 174728) is a financial advisory firm headquartered in Lehi, UT. They manage $75,822,606 in 406 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $186,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Drive Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lowell C. Crabb
CRD#: 5188240
2600 W Executive Parkway, Suite 100, Lehi, UT 84043
98
Wealthminder
score

Lowell Crabb (CRD# 5188240) is an Investment Advisor Representative working at Drive Wealth Management, LLC in Lehi, UT and has over 9 years of experience in the finance industry.

 

Drive Wealth Management is an independent wealth advisory firm. We specialize in serving business owners, corporate executives, and high net worth individuals.

2
Richard K. Baird
CRD#: 725907
2600 W Executive Parkway, Suite 100, Lehi, UT 84043
96
Wealthminder
score

Richard Baird (CRD# 725907) is an Investment Advisor Representative working at Drive Wealth Management, LLC in Lehi, UT and has over 21 years of experience in the finance industry.

3
Benjamin J. Marshall
CRD#: 5278475
2600 W Executive Parkway, Suite 100, Lehi, UT 84043
93
Wealthminder
score

Benjamin Marshall (CRD# 5278475) is an Investment Advisor Representative working at Drive Wealth Management, LLC in Lehi, UT and has over 11 years of experience in the finance industry.

4
Alexander P. Call
CRD#: 6309288
2600 W Executive Parkway, Suite 100, Lehi, UT 84043
90
Wealthminder
score

Alexander Call (CRD# 6309288) is an Investment Advisor Representative working at Drive Wealth Management, LLC in Lehi, UT and has over 3 years of experience in the finance industry.

5
Taylor M. Vowles
CRD#: 5170051
2600 W Executive Parkway, Suite 100, Lehi, UT 84043
90
Wealthminder
score

Taylor Vowles (CRD# 5170051) is an Investment Advisor Representative working at Drive Wealth Management, LLC in Lehi, UT and has over 5 years of experience in the finance industry.

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