# Drucker Wealth

> Drucker Wealth is an SEC-registered investment advisory firm in Woodcliff Lake, NJ, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 328909
- Filed as: DRUCKER WEALTH
- Legal name: Drucker Wealth 3.0, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodcliff Lake, NJ
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328909
- AdvisorCensus page: https://advisorcensus.com/firm/drucker-wealth-woodcliff-lake-nj-328909

## Quick answers

**How is Drucker Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Drucker Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Drucker Wealth charge?**
Its Form ADV Part 2A brochure dated August 18, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states); Flat fee: $3,000 to $8,000 (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Drucker Wealth located?**
Drucker Wealth's principal office is in Woodcliff Lake, NJ, according to its Form ADV.

**Is Drucker Wealth registered with the SEC or a state?**
Drucker Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328909.

**How much does Drucker Wealth manage?**
Drucker Wealth reports $891,154,920 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**How have Drucker Wealth's assets and staff changed since 2024?**
In the Form ADV data for Drucker Wealth: Regulatory assets under management: $580,450,093 in the October 2024 data and $891,154,920 in the October 2026 data, up 54%. Total employees: 12 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Drucker Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (331); individuals (other than high net worth individuals) (282); corporations or other businesses not listed above (1).

**Which custodians does Drucker Wealth use?**
Drucker Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Fidelity Brokerage Services LLC and Pontera as custodians holding 10% or more of its separately managed account assets.

**Does Drucker Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328909

**What changed in Drucker Wealth's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $771,198,712 to $891,154,920 (+16%). Registered or notice-filed in CT, FL, GA, MA, MN, NC, PA, VA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Asset management fees are based on the scope and complexity of the services provided; they generally do not exceed 1.25%.

- Flat fee: $3,000 to $8,000 (financial planning)

> Depending on the circumstances, Drucker Wealth generally charges a fixed fee ranging from $3,000 to $8,000 for financial planning.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Fidelity Brokerage Services LLC
- Pontera

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $891,154,920
- Discretionary: $891,154,920
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 282 | $127,526,029 |
| High net worth individuals | 331 | $733,965,331 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $29,663,560 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, GA, LA, MA, MN, NC, NJ, NY, PA, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- druckerwealth.com
- Facebook @druckerwealth
- Instagram @druckerwealth
- LinkedIn @drucker-wealth
- LinkedIn @bridget-farrington
- LinkedIn @gideondrucker
- LinkedIn @karinakarazhbey
- LinkedIn @lancedrucker
- X @druckerwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $580,450,093 | 12 | July 23, 2024 |
| October 2025 | $665,989,896 | 12 | May 1, 2025 |
| October 2026 | $891,154,920 | 12 | September 3, 2026 |

Regulatory assets under management: $580,450,093 in the October 2024 data and $891,154,920 in the October 2026 data, up 54%.
Total employees: 12 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $771,198,712 to $891,154,920 (+16%).
- Registered or notice-filed in CT, FL, GA, MA, MN, NC, PA, VA.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $665,989,896 to $771,198,712 (+16%).

### February 2026
- Registered or notice-filed in UT.

### January 2026
- No longer registered or notice-filed in MI.

### December 2025
- Employees performing advisory functions went from 5 to 6.
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Drucker Wealth (CRD 328909): Form ADV filing data as of October 2026.