DRIVENWEALTH, LLC
Firm details
- Headquarters
- EAST LANSING, Michigan
- CRD number
- 332354
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Drivenwealth, LLC is a small, individual-owned advisory firm serving individual and family clients with fee arrangements that include a percentage of assets under management and other fee types. Its reported advisory activities focus on portfolio management for individuals and small businesses, and the firm lists pension consulting services among its offerings. Drivenwealth is not identified as an active ESG investor, does not act as a capital allocator, and is classified as unclassified in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1NATHAN PESCH
FounderCRD 6327652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST LANSING, MI
INGHAM
Location
EAST LANSING, MI
Headquartered in EAST LANSING, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- INGHAM
- Address
- 3496 E Lake Lansing Rd
- Time zone
- ET (UTC-5)
- Office locations
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