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| Drucker Wealth 30 LLC
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| CRD # | 328909 |
| SEC # | 801-129473 |
| CIK # | 0002031642 |
| AUM | 771.2 M (2026-05-07) |
| Employees | 12 (50% Investors, 17% Brokers) |
| Phone | 212-681-0460 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002031642 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.9 | ||
| Applied Materials Inc /DE | 11.3 | ||
| Nvidia Corp | 9.4 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Microsoft Corp | 8.8 | ||
| Amazon Com Inc | 7.5 | ||
| Alphabet Inc | 6.7 | ||
| Johnson & Johnson | 5.9 | ||
| Philip Morris International Inc | 5.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 141.3 |
| (b) Individuals (high net worth individuals) | 333 | 626.2 |
| (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 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,840 | 771.2 |
| By Discretionary | ||
| Discretionary | 2,840 | 771.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,840 | 771.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 771.2 | |
| Total | 2,840 | 771.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002031642] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Whelan Financial
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|
CA | 781.8 M |
|
New Vernon Wealth Management LLC
✚
|
IL | 781.0 M |
|
Wisdom Financial Services LLC
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|
IL | 779.2 M |
|
BCM Advisors LLC
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|
LA | 775.7 M |
|
Satis Asset Management Ltd
✚
|
773.9 M | |
|
North Point Portfolio Managers Corporation
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|
OH | 773.3 M |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 771.2 M |
|
Kraft Davis & Associates LLC
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|
MO | 768.5 M |
|
Jeppson Wealth Management LLC
✚
|
CA | 763.2 M |
|
SLWA LLC
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|
CA | 760.0 M |