Drucker Wealth
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
- HNWI81.2%
- Individuals18.32%
- Corporations / Businesses0.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drucker Wealth is an independent registered investment adviser that became SEC-registered in 2024 and is structured as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional investors, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM fees and fixed fees. Drucker Wealth does not identify itself as an active ESG investor and is not designated as a multi-state adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Lance Drucker
CEO & PresidentCRD 1405843
Dru Burns
Financial Planning CoordinatorCRD 6666996
Contacts
3 of 3
Kathleen Ritchie
Financial AdvisorCRD 3236470
Gideon Drucker
Director - Wealth Builder DivisionCRD 6282183
Jordan Haines
Financial AdvisorCRD 6900734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$368M in ETFs
90%
$332M
3%
$36.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $58M | 84,508 | 15.77% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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