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Drucker Wealth 3.0, LLC

● SEC registered since 2024CRD 328909SEC# 801-129473
Export (members)
Reg. AUM
$666M
Employees
12
Accounts
2,985
Location

Drucker Wealth 3.0, LLC assets under management

Drucker Wealth 3.0, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $666 million in regulatory assets under management and employs 12 people.

Drucker Wealth 3.0, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gideon Drucker ControlPresident & Managing Member50-75%2024
Lance Drucker ControlChairman & Managing Member50-75%2024
Neisy S Arnez ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Drucker Wealth 3.0, LLC manage?

Drucker Wealth 3.0, LLC reports $666 million in regulatory assets under management on its Form ADV.

How many employees does Drucker Wealth 3.0, LLC have?

Drucker Wealth 3.0, LLC reports 12 employees.

Does Drucker Wealth 3.0, LLC disclose fund performance?

Drucker Wealth 3.0, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(212) 681-0460
Fax(419) 735-0158
Office hours9:00 - 5:00 (Et)
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$666M
Non-discretionary$0
Total (RAUM)$666M