Derive Wealth
Derive Wealth is an SEC-registered wealth manager in Pasadena, CA with $141.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Derive Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284619, SEC 801-132085, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $141.3M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 2
- Clients
- 125
- CRD
- 284619
- Ownership
- MIYAMOTO, RYAN, TAKESHI
How much AUM does Derive Wealth have?
Derive Wealth reported $141.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Derive Wealth?
Disclosed owners and executives of Derive Wealth include MIYAMOTO, RYAN, TAKESHI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.