DRIVEN INVESTMENTS LLC
Adviser information for DRIVEN INVESTMENTS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,040 | $103.7M |
| Non-Discretionary | 71 | $5.6M |
| Total | 1,111 | $109.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 732 | $101.7M |
| HNW Individuals | 5 | $7.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123246 |
|---|---|
| SEC ERA File Number | 801-123246 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310095 |
| Legal Entity Identifier | None |
Principal Office
1199 ANGELA STREETCHUBBUCK
ID
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 844-932-3272, Fax: N/A
Chief Compliance Officer
JOSHUA COLE WEIR
MANAGING MEMBER
1199 ANGELA STREET
CHUBBUCK
ID
United States
Tel:
844-932-3272
Fax:
N/A
C***@***********************M
(Full email address available in API data)
Regulatory Contact
AARON DANIEL PUGH
MEMBER
1199 ANGELA STREET
CHUBBUCK
ID
United States
Tel:
844-932-3272
Fax:
N/A
A****@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEIR, JOSHUA, COLE | Individual | – | MANAGING MEMBER, PARTNER & CHIEF COMPLIANCE OFFICER | 06/2020 | 50-75% |
| PUGH, AARON, DANIEL | Individual | – | CHIEF INVESTMENT OFFICER, PARTNER | 06/2020 | < 5% |
| THE M&A FAMILY TRUST BY AARON DANIEL PUGH | Domestic Entity | – | OWNER | 08/2020 | 50-75% |
| PUGH, AARON, DANIEL | Individual | THE M&A FAMILY TRUST BY AARON DANIEL PUGH | TRUSTEE | 08/2020 | |
| Pugh, Madeleine, Jack | Individual | THE M&A FAMILY TRUST BY AARON DANIEL PUGH | TRUSTEE | 08/2020 | |
| WILLIAMS, CHRISTIAN, ALEXANDER | Individual | – | PARTNER | 11/2020 | < 5% |