DRM Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 288489
- Website
- www.davidraefp.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.67%
- Individuals12.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
DRM Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. DRM also operates as an insurance broker, and charges clients via a mix of AUM-based fees, hourly fees, and fixed fees. The firm is not identified as a capital allocator, does not market itself as an active ESG investor, and is not described as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Rae
President & FounderCRD 4630789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Private Asset Management Inc
RIAKirkland, WA
International Management Advisors Ltd.
RIASpurr Financial Planning, Inc.
RIADuval Investment Group
RIAMinnetonka, MN
Capstone Wealth Management Corp.
RIALakeland, FL
Signia Capital Management
RIASpokane, WA