DRAZGA WEALTH ADVISORS, LLC
Firm details
- Headquarters
- WEXFORD, Pennsylvania
- CRD number
- 151107
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.8%
- Individuals23.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drazga Wealth Advisors, LLC is an independent, owner-operated RIA that focuses on serving individuals, families and small-business owners. The firm delivers financial planning and portfolio management on both discretionary and non-discretionary bases, charging clients via a percentage of assets under management and hourly fees for advisory work. Investment activity centers on pooled public funds as the primary vehicle for client exposure, supplemented by allocations to third‑party alternative managers. The firm is not positioned as an ESG-focused investor and does not present itself as a multi‑state or pension consultant. An industry affiliation with an insurance company indicates they may incorporate insurance solutions into planning or use insurance-market access for certain client needs.
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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds6%
Contacts
1 of 1PATRICK DRAZGA
PresidentCRD 2214058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEXFORD, PA
ALLEGHENY
Location
WEXFORD, PA
Headquartered in WEXFORD, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 9500 Brooktree Rd
- Time zone
- ET (UTC-5)
- Office locations
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