# Drawingboard Wealth Advisors

> Drawingboard Wealth Advisors is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 331459
- Filed as: DRAWINGBOARD WEALTH ADVISORS
- Legal name: Drawingboard Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331459
- AdvisorCensus page: https://advisorcensus.com/firm/drawingboard-wealth-advisors-331459

## Quick answers

**How is Drawingboard Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Drawingboard Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Drawingboard Wealth Advisors registered with the SEC or a state?**
Drawingboard Wealth Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331459.

**Does Drawingboard Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331459

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- drawingboardwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Drawingboard Wealth Advisors (CRD 331459): Form ADV filing data as of October 2026.