Joshua Weir
Driven Investments · Lehi, Utah
Joshua Weir is a fee-only financial advisor at Driven Investments in Lehi, Utah. Joshua focuses on retirement planning. Driven Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Driven Investments |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $239.2M across 1,978 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 6913862 |
| Exams passed | Series 63 (2018) · Series 65 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedriveninvestments.com |
| Profile |
How Joshua's firm compares
- Driven Investments's average account is about $121,000, from its Form ADV (assets managed divided by 1,978 accounts).
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Questions about Joshua
Is Joshua Weir a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Driven Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Driven Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Weir based?
Joshua Weir is based in Lehi, Utah.
What does Joshua specialize in?
Joshua's specialties include retirement planning.
Is Joshua Weir registered with the SEC?
Yes. Joshua Weir is registered as an investment adviser representative in TX and UT (CRD 6913862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Driven Investments manage?
Driven Investments reports $239.2M across 1,978 accounts in assets under management.
How do I contact Joshua Weir?
Through Joshua's website, www.thedriveninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Driven Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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