Sadie Sanches
Investment adviser representative at Driven Investments LLC
12 yearsExperience
1 stateRegistered in
$239.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Driven Investments LLCMar 2025 to now
- Paragon Wealth ManagementSep 2023 to Feb 2025
- Utah Valley Dental LabApr 2021 to Sep 2023
- Costa VidaNov 2018 to Apr 2021
- StudentJan 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Driven Investments LLC
$239.2MAssets managed
1,192Clients
9Advisers
4 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
- 8035195
- Firm CRD
- 310095