Taylor
Vowles
Drive Wealth Advisers
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About this Advisor
Taylor Vowles is a financial advisor working in Lehi, Utah with 5 years of relevant experience. Vowles is currently employed by Drive Wealth Advisers. The advisor has gained experience at Drive Wealth Management, LLC, Aeiou 2, LLC, Independent Certified Public Accountant, Family Office Tax Services LLC, Dba As Conor & Taylor, Silver Bennett Financial, Inc and Crewe Capital, LLC. Vowles maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Drive Wealth Advisers is a company based out of Lehi, UT. It has offices in three locations and a total of 14 employees. It oversees $2 billion in assets under management across its 3,292 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 3,292 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in assets available to invest. Drive Wealth Advisers provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically are based on which service is offered. Fees billed by Drive Wealth Advisers likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Drive Wealth Advisers Brokerage Details
$1,830,137,115
14
3,292
$555,935
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Taylor Vowles Work History
Taylor has been registered as a financial advisor for 5 years.*
Family Office Tax Services LLC, Dba As Conor & Taylor
Drive Wealth Management, LLC
Independent Certified Public Accountant
Aeiou 2, LLC
Silver Bennett Financial, Inc
Crewe Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor Vowles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Drive Wealth Advisers
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
St. George, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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