Drumond Wealth Management

Overview

Drumond Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individuals, families and small institutions. The firm focuses on financial planning and portfolio management for individual and small-business clients and uses a mix of fee models—percentage of AUM, hourly fees and fixed fees—depending on client needs. Investment activity skews toward pooled public funds and mutual funds as the dominant vehicle for core portfolios, while the firm supplements those holdings with targeted allocations to alternative strategies and income-producing instruments. Manager allocation appears pragmatic rather than opportunistic: public mutual funds provide the base of client portfolios, and third‑party alternative managers are used to access real assets, commodities exposure, digital currency and oil & gas opportunities. The firm offers discretionary management for a portion of its client base while keeping a larger share of assets in non‑discretionary arrangements, allowing clients to retain control when preferred.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices