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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DRIVEN INVESTMENTS LLC

CRD 310095

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca60eebc-f05d-0d36-d2f3-e3e3c76262d6

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Jan 18, 2022 to Mar 3, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $239MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $233M
Private client RAUM: $239MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $26.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,978
Individual clients: 1,177
High net worth clients: 15
Custody, client assets: $9.2M
SEC number: 801-123246
CRD: 310095
Filings on the tape: 18
First filed: Jan 18, 2022
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, ID

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AARON DANIEL PUGH	n/a	LEHI, UT	5	13	2	no
JOSHUA COLE WEIR	n/a	LEHI, UT	5	12	2	no
CHRISTIAN ALEXANDER WILLIAMS	n/a	LEHI, UT	5	12	1	no
Brigham Taylor Ballard	n/a	LEHI, UT	3	12	n/a	no
Jack Douglas Holmes	n/a	LEHI, UT	2	12	n/a	no
Sadie Sanches	n/a	LEHI, UT	1	12	n/a	no
Ivanna Sofia Velazco	n/a	LEHI, UT	1	11	n/a	no
Thomas Stephen Tuohy	n/a	LEHI, UT	0	13	n/a	no
Brock A Payne	n/a	LEHI, UT	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PUGH, AARON, DANIEL	Trustee	F	yes	08/2020	Jan 18, 2022	Jul 8, 2024
PUGH, AARON, DANIEL	CHIEF INVESTMENT OFFICER, PARTNER	Na	yes	06/2020	Jan 18, 2022	Jul 8, 2024
Pugh, Madeleine, Jack	Trustee	F	yes	08/2020	Jan 18, 2022	Jul 8, 2024
THE M&A FAMILY TRUST BY AARON DANIEL PUGH	Owner	D	yes	08/2020	Jan 18, 2022	Jul 8, 2024
WEIR, JOSHUA, COLE	MANAGING MEMBER, PARTNER & CHIEF COMPLIANCE OFFICER	D	yes	06/2020	Jan 18, 2022	Jul 8, 2024
WILLIAMS, CHRISTIAN, ALEXANDER	Partner	Na	no	11/2020	Nov 16, 2023	Jul 8, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 3, 2026	$239M	$233M	8	8	n/a	n/a
2024	Mar 17, 2025	$169M	$163M	5	5	n/a	n/a
2023	Mar 25, 2024	$109M	$104M	6	6	n/a	n/a
2022	Mar 17, 2023	$63.2M	$60.9M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	11.1%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$239M	$169M	41.8%	$63.2M	55.9%	8	5	0	0

Relationships

Registered with (12)

← Thomas Stephen TuohyAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← Brock A PayneAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← Ivanna Sofia VelazcoAdvisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← Sadie SanchesAdvisorregistration: current employment
Mar 11, 2025 to presentfactForm ADV
← Jack Douglas HolmesAdvisorregistration: current employment
Apr 8, 2024 to presentfactForm ADV
← Brigham Taylor BallardAdvisorregistration: current employment
Jun 14, 2023 to presentfactForm ADV
← CHRISTIAN ALEXANDER WILLIAMSAdvisorregistration: current employment
Dec 1, 2020 to presentfactForm ADV
← AARON DANIEL PUGHAdvisorregistration: current employment
Sep 22, 2020 to presentfactForm ADV
← JOSHUA COLE WEIRAdvisorregistration: current employment
Sep 22, 2020 to presentfactForm ADV
← Joshua BonhamAdvisorregistration: previous registration
Jun 12, 2025 to Mar 17, 2026factForm ADV
← Jacob M DemharterAdvisorregistration: previous registration
May 19, 2025 to Aug 28, 2025factForm ADV
← Nicholas Vance BodilyAdvisorregistration: previous registration
Feb 6, 2024 to Jul 22, 2024factForm ADV

Controls (4)

← PUGH, AARON, DANIELOwnerTRUSTEE, ownership code F, individual
Jan 18, 2022 to Jul 8, 2024factForm ADV
← WEIR, JOSHUA, COLEOwnerMANAGING MEMBER, PARTNER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 18, 2022 to Jul 8, 2024factForm ADV
← Pugh, Madeleine, JackOwnerTRUSTEE, ownership code F, individual
Jan 18, 2022 to Jul 8, 2024factForm ADV
← THE M&A FAMILY TRUST BY AARON DANIEL PUGHOwnerOWNER, ownership code D, domestic entity
Jan 18, 2022 to Jul 8, 2024factForm ADV

Owns (1)

← WILLIAMS, CHRISTIAN, ALEXANDEROwnerPARTNER, ownership code NA, individual
Nov 16, 2023 to Jul 8, 2024factForm ADV

Dated events

Occurred
Mar 17, 2026
Advisor changed firm
Joshua Bonham left Driven Investments Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-06-10)
Form ADVobserved 6 days ago
Occurred
Aug 28, 2025
Advisor changed firm
Jacob M Demharter left Driven Investments Llc for Osaic Wealth, Inc. (registered 2025-10-14)
Form ADVobserved 6 days ago
Occurred
Jul 22, 2024
Advisor changed firm
Nicholas Vance Bodily left Driven Investments Llc for Amicus Financial Advisors, Llc (registered 2024-08-08)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
First Form ADV filing
Driven Investments Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca60eebc-f05d-0d36-d2f3-e3e3c76262d6
First observed: Jan 18, 2022
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DRIVEN INVESTMENTS LLC

CRD 310095

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca60eebc-f05d-0d36-d2f3-e3e3c76262d6

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AARON DANIEL PUGH

n/a

LEHI, UT

JOSHUA COLE WEIR

n/a

LEHI, UT

CHRISTIAN ALEXANDER WILLIAMS

n/a

LEHI, UT

Brigham Taylor Ballard

n/a

LEHI, UT

n/a

Jack Douglas Holmes

n/a

LEHI, UT

n/a

Sadie Sanches

n/a

LEHI, UT

n/a

Ivanna Sofia Velazco

n/a

LEHI, UT

n/a

Thomas Stephen Tuohy

n/a

LEHI, UT

n/a

Brock A Payne

n/a

LEHI, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PUGH, AARON, DANIEL

Trustee

yes

08/2020

Jan 18, 2022

Jul 8, 2024

PUGH, AARON, DANIEL

CHIEF INVESTMENT OFFICER, PARTNER

yes

06/2020

Jan 18, 2022

Jul 8, 2024

Pugh, Madeleine, Jack

Trustee

yes

08/2020

Jan 18, 2022

Jul 8, 2024

THE M&A FAMILY TRUST BY AARON DANIEL PUGH

Owner

yes

08/2020

Jan 18, 2022

Jul 8, 2024

WEIR, JOSHUA, COLE

MANAGING MEMBER, PARTNER & CHIEF COMPLIANCE OFFICER

yes

06/2020

Jan 18, 2022

Jul 8, 2024

WILLIAMS, CHRISTIAN, ALEXANDER

Partner

11/2020

Nov 16, 2023

Jul 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$239M

$233M

n/a

2024

Mar 17, 2025

$169M

$163M

n/a

2023

Mar 25, 2024

$109M

$104M

n/a

2022

Mar 17, 2023

$63.2M

$60.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$239M

$169M

41.8%

$63.2M

55.9%