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DRS WEALTH MANAGEMENT
DELMARVA RETIREMENT SOLUTIONS, LLC
CRD 306281
8133 ELLIOTT ROAD, SUITE 212, EASTON, MD, 21601, United States
Phone
410-490-6477
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$88.5M
Discretionary AUM
$84.1M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $14.3M |
| High net worth individuals | 57 | $59.9M |
| Pension/profit sharing plans | 3 | $8.9M |
| Charitable organizations | 4 | $1.5M |
| Corporations/business entities | 7 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD