Drive Wealth Advisers
Drive Wealth Advisers is a privately held, founder-led wealth management firm in Lehi, Utah, providing investment management and family office services to founders, executives, and high-net-worth families with complex balance sheets requiring concierge-level advice.
- Company typePrivate
- Founded2015
- HeadquartersLehi, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Drive Wealth Advisers does
Drive Wealth Advisers is a privately held, founder-led wealth management firm headquartered at 3333 Digital Drive, Suite 700, Lehi, Utah. The firm was established with the stated purpose of advising wealth creators and high-net-worth families through complex financial decisions, and partners with founders, executives, and HNW families whose balance sheets require sophisticated, concierge-level financial services. The firm is led by Founder & CEO Lowell Crabb (CFP®) and operates entirely within the United States.
The firm offers two core services: Investment Management (sophisticated portfolio management tailored to complex balance sheets) and Family Office Services (concierge-level wealth planning, investment advice, and financial decision support). The team of approximately 22 personnel includes a full executive bench (CIO, CFO, COO, CCO), credentialed wealth advisers, portfolio managers, investment and alternatives analysts, and client service staff. Notable credentials across the team include CFP®, CFA, CIMA®, CAIA, JD, AIF, and QPFC designations, supporting an integrated investment advisory and family office offering.
The business model is recurring advisory and management fees, consistent with assets-under-management (AUM)-based pricing typical of registered investment advisers. Go-to-market is sales-led and consultative, driven through direct relationship management and a website-based consultation inquiry form. No fee schedule, AUM, or revenue figures are publicly disclosed; no funding rounds, acquisitions, or geographic expansion are noted in the source material.
Drive Wealth Advisers firmographics
Firmographics- Name
- Drive Wealth Advisers
- Legal name
- Drive Wealth Advisers
- Website
- https://drivewealthadvisers.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Drive Wealth Advisers is a privately held, founder-led wealth management firm in Lehi, Utah, providing investment management and family office services to founders, executives, and high-net-worth families with complex balance sheets requiring concierge-level advice.
- Ownership category
- akta.pro rank
Drive Wealth Advisers industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Drive Wealth Advisers is headquartered
LocationHeadquarters
- HQ city
- Lehi
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Drive Wealth Advisers business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory and Management Fees: Drive Wealth Advisers generates revenue through wealth management advisory fees, likely based on assets under management (AUM) given the firm's focus on portfolio management and family office services for high-net-worth clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Drive Wealth Advisers product offering
Product offeringCore offering
Drive Wealth Advisers provides Investment Management and Family Office Services to founders, executives, and high-net-worth families. The firm delivers sophisticated portfolio management alongside comprehensive wealth planning, investment advice, and concierge-level financial services for clients with complex balance sheets.
Product overview
Drive Wealth Advisers offers a unified wealth management platform combining two core service offerings: Investment Management and Family Office Services. The firm specializes in serving founders, executives, and high-net-worth families with complex financial needs, providing sophisticated investment advice alongside comprehensive family office concierge services.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
Companies that use Drive Wealth Advisers
Customer profileSegments1 record
Ideal customer profiles1 record
Drive Wealth Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Drive Wealth Advisers partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights3 records
Drive Wealth Advisers competitors and assessment
Company assessmentDirect peers
- GenTrust: HNW-focused wealth management firm offering investment advisory, financial planning, and family office services. Comparable in client segment, concierge positioning, and founder-led structure.
- Beacon Pointe Advisors: Multi-office RIA providing comprehensive wealth management, family office, and institutional consulting to HNW households. Comparable in service breadth and HNW targeting.
- Modera Wealth Management: Fee-only RIA offering wealth management, financial planning, and tax-aware advice to HNW individuals and families. Comparable in fee-only structure and HNW client focus.
- Pathstone: Independent, employee-owned RIA providing comprehensive family office and investment advisory services to ultra-high-net-worth families. Direct comparable on family-office-led delivery for complex-balance-sheet clients.
- Mercer Advisors: Large RIA providing comprehensive wealth management and family office services to high-net-worth households across the U.S. Closely comparable to Drive Wealth Advisers in client profile and integrated investment + planning offering, though at substantially greater scale.
- Mariner Wealth Advisors: National RIA and family office serving HNW individuals, executives, and families with investment advisory, financial planning, and concierge services. Direct comparable on HNW focus and family office service model.
- Creative Planning: Large fee-only RIA offering wealth management, financial planning, and family office-style services to HNW clients nationwide. Comparable in target segment and recurring AUM-based fee model.
Broad incumbents
- Focus Financial Partners: Partnership platform for leading independent wealth management firms serving HNW clients. Operates a broad portfolio of partner RIAs including family-office-oriented practices, making it both a competitor and a potential acquirer of firms like Drive Wealth Advisers.
- Sanctuary Wealth: Wealth management platform partnering with high-producing advisors and HNW-focused practices. Overlaps with Drive Wealth Advisers on HNW advisory positioning and could serve as a partner or acquirer of the firm.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering wealth planning and investment management to a broad HNW and mass-affluent base. Comparable on RIA fee model and integrated planning-plus-investing delivery, though at vastly larger scale.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Drive Wealth Advisers social profiles
Digital presenceDrive Wealth Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Drive Wealth Advisers leadership team
Management profileNumber of profiles
Profiles14 records
Drive Wealth Advisers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Drive Wealth Advisers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Drive Wealth Advisers
What does Drive Wealth Advisers do?
Drive Wealth Advisers provides Investment Management and Family Office Services to founders, executives, and high-net-worth families. The firm delivers sophisticated portfolio management alongside comprehensive wealth planning, investment advice, and concierge-level financial services for clients with complex balance sheets.
Is Drive Wealth Advisers a public or private company?
Drive Wealth Advisers is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Drive Wealth Advisers founded?
Drive Wealth Advisers was founded in 2015. It employs 1 to 10 people.
Where is Drive Wealth Advisers based?
Drive Wealth Advisers is headquartered in Lehi, United States, in the North America region.
How does Drive Wealth Advisers make money?
One revenue line is on record: advisory and Management Fees.
Who are Drive Wealth Advisers's main competitors?
Direct peers on record are GenTrust, Beacon Pointe Advisors, Modera Wealth Management, Pathstone, Mercer Advisors, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Focus Financial Partners, Sanctuary Wealth and Edelman Financial Engines.
Does Drive Wealth Advisers have an API?
No public API is recorded for Drive Wealth Advisers.
What industry is Drive Wealth Advisers in?
Drive Wealth Advisers's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.