D
$27.1M Total AUM
$27.1M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2024
- Office Locations
- 1
Office Locations
3496 E Lake Lansing Road Suite 120 East Lansing MI
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.
Team overview
31 AVG AGE
$27.1M AVG AUM / ADVISOR
$797.4K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
NATHAN WILLIAM PESCH
Chief Compliance Officer, Financial Advisor, Managing Member, Partner
- CRD
- #6327652
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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