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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-28-2024
- Office Locations
- 1
Office Locations
About Drivenwealth, LLC
DrivenWealth, LLC is a Michigan RIA founded by advisor Nathan Pesch providing comprehensive financial planning and ongoing “family CFO” guidance for individuals and business owners. The firm builds personalized strategies spanning tax, legacy and insurance planning, alongside portfolio construction and active asset allocation. Custodied on Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $797.4K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Technology
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Owner & Executives
NATHAN WILLIAM PESCH
Chief Compliance Officer, Financial Advisor, Managing Member, Partner
- CRD
- #6327652
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,112,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,112,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Drivenwealth, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.