Overview
Assets Under Management: $113 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 39
Frequently Asked Questions
DERIVE WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284619), DERIVE WEALTH LLC is subject to fiduciary duty under federal law.
DERIVE WEALTH LLC is headquartered in PASADENA, CA.
DERIVE WEALTH LLC serves 39 high-net-worth clients according to their SEC filing dated May 29, 2025. View client details ↓
According to their SEC Form ADV, DERIVE WEALTH LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
DERIVE WEALTH LLC manages $113 million in client assets according to their SEC filing dated May 29, 2025.
According to their SEC Form ADV, DERIVE WEALTH LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Total Client Accounts: 284
Discretionary Accounts: 284
Regulatory Filings
CRD Number: 284619
Filing ID: 1994302
Last Filing Date: 2025-05-29 16:55:00
Website: https://www.derivewealthadvisors.com