DrivenWealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,112,000
Clients
34
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$797,412
About
DrivenWealth, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, estate‑planning services, and retirement plan consulting to high‑net‑worth individuals, corporations, charities and qualified retirement plans. The firm reports managing about $27.1 million for roughly 34 clients and typically requires a $250,000 account minimum (subject to waiver).
DrivenWealth constructs customized portfolios from proprietary model portfolios and seeks discretionary authority to implement trades, employing tactical asset allocation alongside fundamental and technical analysis and modern portfolio theory while rebalancing as needed. The firm unusually relies on third‑party signal providers that deliver the buy/sell signals for its models and may compensate those signal providers from client management fees.
Distinctive operational features include acting as a promotor for third‑party investment advisers for employer retirement plans and sharing a portion of the third‑party adviser’s management fee (disclosed as potentially up to 50%), which creates a notable referral‑based compensation arrangement. The firm also discloses platform support services tied to asset thresholds and offers a six‑month fee reimbursement option for new clients, all of which affect its conflict‑of‑interest profile relative to many independent peers.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
$1000 per estate plan (negotiable)
$0 - $999,999: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $250,000
Main office location
DrivenWealth, LLC
3496 E Lake Lansing Road, Suite 120
East Lansing MI 48823, United States
Number of offices
1
Most active in
DrivenWealth, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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