DRS WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$88.5M
Discretionary
$84.1M
95% of AUM
Avg account
$172K
Accounts
515
Employees
4
Advisory reps
3

Firm details

Headquarters
EASTON, Maryland
CRD number
306281
Website
drswealthmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI67.72%
  • Individuals16.15%
  • Pension & Profit Sharing Plans10.1%
  • Corporations / Businesses2.85%
  • Charitable Organizations1.73%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

DRS Wealth Management is an independent, privately owned registered investment adviser organized as an LLC that operates as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and offers a mix of financial planning and discretionary portfolio management services for individuals, small businesses, and institutions. Its service set includes pension consulting-type work and the selection of third‑party advisers. The firm is not flagged as an active ESG investor.

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: Exchange Traded Equities 46%, Cash & Cash Equivalents 27%, Public Funds/Mutual Funds 20%, Other 4%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%46%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents27%
  • Public Funds/Mutual Funds20%
  • Other4%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2

  • MATTHEW ALBERS

    partner and the Chief Executive OfficerCRD 2917814

  • Carrie Chudzikiewicz

    Chief Compliance OfficerCRD 7618865

Contacts

1 of 1

  • MICHAEL NIXON

    PartnerCRD 2169631

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EASTON, MD

TALBOT

Location

EASTON, MD

Headquartered in EASTON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
TALBOT
Address
8133 Elliott Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth