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WEALTHDRIVE ADVISORY LLC

RUSTBURG, VA · CRD 304427 · IAPD ↗ · wealthdriveadvisory.com · 434-444-4250

$25.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — WEALTHDRIVE ADVISORY LLC (RUSTBURG, VA) left the SEC roster (was $25.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.