Drucker Wealth

RIASEC Registered
Total AUM
$891M
Discretionary
$891M
100% of AUM
Avg account
$330K
Accounts
2,698
Employees
12
Advisory reps
5

Firm details

Headquarters
,
CRD number
328909
Registered since
February 6, 2024
Website
druckerwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC, PONTERA
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.36%
  • Individuals14.31%
  • Corporations / Businesses3.33%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Drucker Wealth is an independent registered investment adviser operating as an LLC. The firm is SEC-registered (2024) and is owned by an individual. Its client mix includes individuals, families and institutional relationships; primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements combine asset-based (percentage of AUM) and fixed-fee billing. The firm does not identify as an active ESG investor and works with outside professional partners, including accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 38%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Lance Drucker

    Lance Drucker

    CEO & PresidentCRD 1405843

  • Dru Burns

    Dru Burns

    Financial Planning CoordinatorCRD 6666996

Contacts

3 of 3
  • Jordan Haines

    Jordan Haines

    Financial AdvisorCRD 6900734

  • Gideon Drucker

    Gideon Drucker

    Director - Wealth Builder DivisionCRD 6282183

  • Kathleen Ritchie

    Kathleen Ritchie

    Financial AdvisorCRD 3236470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 87

Active vs passive

$368M in ETFs

Passive

90%

$332M

Active

3%

$36.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$58M84,50815.77%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth