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⚲
|
| Drucker Wealth 30 LLC
✚
|
|
|---|---|
| CRD # | 328909 |
| SEC # | 801-129473 |
| CIK # | |
| AUM | $666.0 M (2025-05-01) |
| Employees | 12 (42% Investors, 17% Brokers) |
| Phone | 212-681-0460 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 551 | 156.3 |
| (b) Individuals (high net worth individuals) | 285 | 506.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,985 | 666.0 |
| By Discretionary | ||
| Discretionary | 2,985 | 666.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,985 | 666.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.0 | |
| Total | 2,985 | 666.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peninsula Wealth LLC
✚
|
CA | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Whelan Financial
✚
|
CA | 0.7 |
|
Financial Directions LLC
✚
|
AZ | 0.7 |
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.7 |
|
BCM Advisors LLC
✚
|
LA | 0.7 |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
✚
|
FL | 0.7 |