DERIVE WEALTH

RIASEC RegisteredEst. 2025

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$474K

Accounts

298

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 284619
Registered since: March 4, 2025
Website: derivewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Derive Wealth is an independent, LLC-structured registered investment adviser that identifies as a capital allocator and serves individual and family clients. The firm is SEC-registered as of 2025 and is owned by an individual. Its fee model is fixed-fee rather than AUM-percentage-based pricing. Stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory platform. Derive Wealth’s placement as a capital allocator and its advisory offering that explicitly includes selecting third‑party managers indicates a willingness to combine in‑house advice with external fund and manager allocations.