Grant Milo Rowan

Drive Wealth Advisers

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Drive Wealth Advisers

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,384 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$2.2B

Fee Structure

Minimum Investment:None

Location

126 West Sego Lily Drive, Suite 265, Sandy, UT, 84070

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Grant is a partner and CEO at Porch Financial, an insurance software company. This activity takes nearly full-time.

Employment History

Current Registrations

Drive Wealth Advisers

March 2019 - Present · 6 yrs 11 mos

Previous Registrations

Crewe Advisors

October 2016 - March 2019 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.