WEALTHDRIVE ADVISORY LLC
CRD #304427 SEC #801-116947 RUSTBURG, VA 434-444-4250
SEC Registered
Total AUM
$25M
Discretionary
$25M
Employees
1
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $25M | $25M | $0 | 1 | 0 |
| Mar 2023 | $25.4M | $25.4M | $0 | 1 | 0 |
| Nov 2022 | $0 | $0 | $0 | 1 | 0 |
| Oct 2022 | $0 | $0 | $0 | 1 | 0 |
| Mar 2022 | $0 | $0 | $0 | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees1
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0