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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.41
Driven Investments logo

Driven Investments

Lehi, UT · Firm website

119%AUM growth, 2024 to 2026
$239MAUM in the 2026 filing
62%client growth
8people at the firm

AUM by filing

$63M2023
$109M2024
$169M2025
$239M2026

Clients by filing

8412023
7372024
1,1522025
1,1922026

Key people

  • Cole WeirFounding PartnerOwner · 6 years at the firm
    in
  • Aaron PughCo-FounderOwner · 6 years at the firm
    in
  • Christian WilliamsPartner and Investment AdvisorOwner · 6 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth119%104%
  • Client growth62%43%
  • People87
  • AUM per person$29.9M$49.7M

Rank by measure

  • Official rankNo. 41119%
  • Client growthNo. 3862%
  • AUM added per personNo. 83$16.2M
  • AUM per personNo. 88$29.9M
← No. 40 Brownlee Wealth ManagementNo. 42 Riverchase Wealth Management →
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Driven Investments: No. 41 on The Lean 100 (2026) — Private Wealth Daily