DRAZGA WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$65.1M
Discretionary
$43.4M
67% of AUM
Avg account
$307K
Accounts
212
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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 65%, Exchange Traded Equities 18%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 6%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds6%

Contacts

1 of 1
  • PATRICK DRAZGA

    PresidentCRD 2214058

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth