Investment adviser · CRD 284619
DERIVE WEALTH
Investment adviser filing (IA)
DERIVE WEALTH LLC
PASADENA, CA, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $141M Form ADV · Item 5.F
- Client accounts
- 298 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 63 | $141,290,000 | 100.0% |
| High-net-worth individuals | 62 | Not reported | Not reported |
Filing source
Form ADV 2046534 · Jan 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Fixed
Principal office
35 NORTH LAKE AVE., SUITE 710PASADENA, CA, 91101, United States
CRD 284619
Filing source
Form ADV 2046534 · Jan 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.