DERIVE WEALTH LLC

DERIVE WEALTH LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 284619). Regulatory assets under management: $141.3M.

Registration

• CRD: 284619
• SEC file number: 801-132085
• Type: Registered investment adviser
• Location: 35 NORTH LAKE AVE., SUITE 710, PASADENA, CA, 91101
• Phone: 626-800-3864
• Latest filing: 2026-01-28
• Regulatory AUM: $141.3M
• Discretionary AUM: $141.3M
• Clients: 2
• Accounts: 298

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284619 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search