# Derive Wealth

> Derive Wealth is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 284619
- Filed as: DERIVE WEALTH
- Legal name: Derive Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284619
- AdvisorCensus page: https://advisorcensus.com/firm/derive-wealth-pasadena-ca-284619

## Quick answers

**How is Derive Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Derive Wealth reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Derive Wealth located?**
Derive Wealth's principal office is in Pasadena, CA, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Derive Wealth registered with the SEC or a state?**
Derive Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 284619.

**How much does Derive Wealth manage?**
Derive Wealth reports $141,290,000 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**How have Derive Wealth's assets and staff changed since 2025?**
In the Form ADV data for Derive Wealth: Regulatory assets under management: $112,600,000 in the October 2025 data and $141,290,000 in the October 2026 data, up 25%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Derive Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (62).

**Which custodians does Derive Wealth use?**
Derive Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Derive Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284619

**What changed in Derive Wealth's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $112,600,000 to $141,290,000 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $141,290,000
- Discretionary: $141,290,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $141,290,000 |
| High net worth individuals | 62 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- San Marino, CA

### Websites listed on Form ADV (Item 1.I)
- derivewealthadvisors.com
- Instagram @DERIVEWEALTH
- LinkedIn @RYANMIYAMOTOCFP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $112,600,000 | 2 | May 29, 2025 |
| October 2026 | $141,290,000 | 2 | January 28, 2026 |

Regulatory assets under management: $112,600,000 in the October 2025 data and $141,290,000 in the October 2026 data, up 25%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $112,600,000 to $141,290,000 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Derive Wealth (CRD 284619): Form ADV filing data as of October 2026.