DERIVE WEALTH LLC
Legal name: DERIVE WEALTH
CRD #284619 SEC #801-132085 PASADENA, CA 626-800-3864
SEC Registered
Total AUM
$112.6M
Discretionary
$112.6M
Employees
2
Clients
101
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $112.6M | $112.6M | $0 | 2 | 25 |
| Mar 2025 | $112.6M | $112.6M | $0 | 2 | 25 |
| Feb 2025 | $112.6M | $112.6M | $0 | 2 | 25 |
| Jan 2025 | $112.6M | $112.6M | $0 | 2 | 25 |
DateMay 2025
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees2
Clients25
DateMar 2025
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees2
Clients25
DateFeb 2025
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees2
Clients25
DateJan 2025
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees2
Clients25