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Driven Investments LLC

Driven Investments LLC. CRD 310095

Driven Investments LLC logo

CRD: 310095

Driven Investments LLC

Lehi, UT
8449323272
thedriveninvestments.com
$239.2M Total AUM
$232.5M Disc. AUM
67.7% 3Y CAGR
8 Employees
1,192 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Focus radialRidge +more
Established Date
08-20-2020
Office Locations
1

Office Locations

-- Lehi UT

About Driven Investments LLC

Driven Investments LLC is a registered investment adviser focused on helping employer retirement plan participants expand beyond core plan menus using self-directed brokerage accounts (SDBAs), providing professional portfolio management inside the plan. The firm also supports IRA rollovers and retirement planning, with offerings such as income portfolios, leveraged growth, and asset consolidation for individuals seeking more flexible, tailored retirement investing.

Team overview

32 AVG AGE
$29.9M AVG AUM / ADVISOR
$200.7K AVG AUM / CLIENT
2.9 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Matrix

Client Personas

Vertex capital

Custodian

Beacon fusion Alpha Value optima Vertex Value Prime Pathway

Fund Managers

Peak

Investment Themes

North ember Harbor ember

Investment Vehicles

Wave value

Services

Foundation Unison Legacy Foundation quantum Delta Alpha Delta

Technology

Alpha Wave foundation Pathway

Owner & Executives

J

JOSHUA COLE WEIR

Chief Compliance Officer, Managing Member, PARTNER

CRD
#6913862
Ownership
25% but less than 50%
(970) 706-6415
legacy.prime@focuscapital.com
in linkedin.com/in/vector-momentum
AARON DANIEL PUGH

AARON DANIEL PUGH

Chief Investment Officer, PARTNER, Registered Investment Advisor

CRD
#6124844
Ownership
Less than 5%
(665) 840-2538
frontier.horizon@horizoncapital.com
in linkedin.com/in/eagle-summit
S

Summit fusion

Catalyst vital

CRD
#44118
Ownership
2.3%
(939) 939-3154
legacy.harbor@zenithcapital.com
in linkedin.com/in/atlas-capital

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Contacts

B

Brigham Taylor Ballard

Investment Advisor

CRD
#7662008
(844) 329-2917
crest.crest@insightcapital.com
in linkedin.com/in/pathway-beacon
J

Jack Douglas Holmes

Certified Financial Planner

CRD
#7887486
(481) 815-6586
signal.eagle@wavecapital.com
in linkedin.com/in/fusion-element
F

Foundation vital

Bridge focus

CRD
#99759
(665) 630-9784
crest.timber@vectorcapital.com
in linkedin.com/in/atlas-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-22-2022
11-16-2023
07-08-2024
09-16-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $232,530,263 $119,676
Non-Discretionary $6,658,364 $190,239
Total $239,188,627 $120,924

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Separately Managed Accounts

Total SMA Asset: $239,188,627

$239.2M Total SMA
Equity - Exchange:
45.1%
Corporate - Investment Grade:
41.1%
Cash:
13.8%
Asset class Assets Assets %
Equity - Exchange $2,655,104,976 45.1%
Corporate - Investment Grade $2,419,618,947 41.1%
Cash $812,426,800 13.8%
Total $5,887,150,723 100.0%

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