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 organized as an LLC and registered with the SEC in 2024. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component alongside fixed fees. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser in its snapshot. Drucker Wealth lists an industry affiliation with an accountant.
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 2LANCE DRUCKER
CEO & PresidentCRD 1405843
Dru Burns
Financial Planning CoordinatorCRD 6666996
Contacts
3 of 3KATHLEEN 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 80Active vs passive
$339M in ETFs
90%
$305M
3%
$33.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $50.9M | 85,121 | 15.01% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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