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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-2015
- Office Locations
- 6
Office Locations
About Drive Wealth Advisers
Drive Wealth Advisers is a Lehi, UT-based RIA serving entrepreneurs and accredited investors with wealth management and financial planning, including tax and estate planning, retirement plans, business succession, and insurance/risk management. Portfolios use ETFs and mutual funds alongside alternatives (private equity/credit, hedge funds, real estate) and fixed income/munis, with exposure to digital assets/cryptocurrency. Retail and institutional; custody includes Schwab and Fidelity/NFS, with Addepar in the stack.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LOWELL CHARLES CRABB
President, Principal
- CRD
- #5188240
- Ownership
- Less than 5%
Paul Anthony Grinceri
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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SCOTT MONS BROADBENT
--
- CRD
- #3206871
JOSHUA PAUL COOMBS
Investment Analyst
- CRD
- #7675279
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,460,718,486 | $359,872 |
| Non-Discretionary | $40,034,067 | $292,219 |
| Total | $1,500,752,553 | $357,663 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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