Daniel Mark Wilson

Drive Wealth Advisers

2 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

3333 N Digital Drive, #700, Lehi, UT, 84043

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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.

Employment History

Current Registrations

Drive Wealth Advisers

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Foresight Wealth Management, LLC

June 2021 - December 2022 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.