# Driven Investments

Driven Investments is a Bank / Wealth / Trust based in Lehi, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lehi, United States
- **Region:** North America
- **Address:** Lehi, UT, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** thedriveninvestments.com
- **LinkedIn:** https://www.linkedin.com/company/driven-investments

## Regulatory record

- **CRD number:** 310095
- **SEC file number:** 801-123246
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310095

## About

Driven Investments is an SEC-registered investment adviser since 2022. The firm manages $239 million in assets, with $233 million on a discretionary basis. It has 8 employees and 8 investment advisers.

## Sectors

- Retirement Planning
- Registered Investment Adviser

## Offices

- Chubbuck, ID, United States

## People

- Cole Weir — Co-founder, Investment Advisor
- Aaron Pugh — Co-founder, Investment Advisor
- Christian Williams — Partner, Investment Advisor

## Questions

### Who runs investment decisions at Driven Investments?

Day-to-day investment management sits with the co-founders, Cole Weir and Aaron Pugh, and partner Christian Williams — all titled Investment Advisors. The firm’s website presents a team of ten, including additional advisors Brigham Ballard, Jack Holmes, Brock Payne, and Tom Tuohy. No separate CIO or investment committee is disclosed.

### How does Driven Investments get paid?

As a registered investment adviser, Driven charges advisory fees based on assets under management inside the SDBA and other managed accounts. The firm’s publicly available ADV Part 2A outlines specific fee schedules. Exact rates are not posted on the public website, but the structure follows the standard RIA model — no commissions from fund providers or recordkeepers.

### What is an SDBA, and why does Driven focus on it?

A Self-Directed Brokerage Account is a feature some 401(k) plans offer — it lets participants move money out of the plan’s limited fund menu and into a broader brokerage account. Driven’s whole model is built on this: they act as a fiduciary advisor over the SDBA, constructing portfolios with individual securities, structured products, and income strategies that the standard plan menu cannot offer.

## Related profiles

- [Diversified Wealth Management](https://altss.com/profile/diversified-wealth-management)
- [Drive Wealth Advisers](https://altss.com/profile/drive-wealth-advisers)

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Last updated: 2026-06-03T20:00:00.000Z

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