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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MIYAMOTO, RYAN, TAKESHI | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MIYAMOTO, RYAN, TAKESHI | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MIYAMOTO, RYAN, TAKESHI | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MIYAMOTO, RYAN, TAKESHI | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
May 29, 2025 REGISTERED
Notice Filings (3)
CA NH TX
Address
35 NORTH LAKE AVE.SUITE 710
PASADENA, CA 91101
United States
Phone: 626-800-3864