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DRUCKER WEALTH
DRUCKER WEALTH 3.0, LLC
CRD 328909 · SEC 801-129473
CA, United States
Phone
(212) 681-0460
Fax
(419) 735-0158
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$771.2M
Discretionary AUM
$771.2M
Team
12 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $141.3M |
| High net worth individuals | 333 | $626.2M |
| Corporations/business entities | 1 | $3.7M |
States served
CA, LA, NJ, NY, UT, TX
All web addresses on file
- https://www.linkedin.com/in/karinakarazhbey/
- https://druckerwealth.com/
- https://www.linkedin.com/in/gideondrucker/
- https://www.linkedin.com/company/drucker-wealth/
- https://www.linkedin.com/in/bridget-farrington/
- https://twitter.com/druckerwealth
- https://www.instagram.com/druckerwealth/
- https://www.linkedin.com/in/lancedrucker/
- https://www.facebook.com/druckerwealth/
Official SEC filing: View on IAPD