D
$141.3M Total AUM
$141.3M Disc. AUM
-- 3Y CAGR
2 Employees
162 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-08-2016
- Office Locations
- 1
Office Locations
35 North Lake Ave. Suite 710 Pasadena CA
About Derive Wealth
Derive Wealth is a Pasadena-based RIA serving individuals and families nationwide with all-inclusive flat-fee financial planning and ongoing portfolio management. Plans cover taxes, cash flow, goals, investments, and risk, with scenario analysis and stress testing that updates as life changes. Founder Ryan Miyamoto, CFP, MBA provides one-to-one advice using a core-and-satellite investment approach.
Team overview
-- AVG AGE
$141.3M AVG AUM / ADVISOR
$872.2K AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
RYAN TAKESHI MIYAMOTO
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4821402
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,290,000 | $474,128 |
| Non-Discretionary | $0 | -- |
| Total | $141,290,000 | $474,128 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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