Adviser Profile
| As of Date | 03/05/2025 |
| Registration status | Registration Changed to DERIVE WEALTH LLC |
| ADV Location | PASADENA, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 112,600,000 23% |
| of that, discretionary | 112,600,000 23% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 396,479 -8% |
| % High Net Worth | 37.50% -10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds