Legal Documents

If there are any questions about the documents below, please reach out. 

Legal Documents

Everything You’ll Need

Privacy Policy

We take privacy very seriously and do all that we can to protect you and your data.

Terms of Use

These are the terms of use you agree to when becoming a WealthDrive client.

Full Disclosure

Detailed information on WealthDrive’s services, such as investment methodology, securities selection, performance calculation, and fees.

Data Security

Data security is one of our top priorities here at WealthDrive.

Form CRS

Provides information about our investment services, including product features, fees, and costs.

Legal Action

The following disclosures cover the ramifications of any legal action.


Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.


Find better qualified leads, increase conversion rates, nurture prospects, and effectively engage existing clients with proven workflows.


WealthDrive's robo-advisor is meant to help firms that don't want the expenditure of creating their own while maintaining control.


A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Marketing Pricing

Marketing is the life blood of any business. Put our plethora of marketing experience to the test.

Robo-Advisor Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

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Lynchburg, Virginia

(800) 790 - 6882