Joshua Davis Osmond
Investment adviser representative at Drive Wealth Advisers
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
Are you Joshua Davis Osmond? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Drive Wealth AdvisersJul 2024 to now
- Crabb Financial, LLCMay 2024 to now
- 1847 FinancialFeb 2023 to May 2024
- Full-time StudentJan 2014 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7953835
- Firm CRD
- 174728