# Drumond Wealth Management

> Drumond Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 329502
- Filed as: DRUMOND WEALTH MANAGEMENT
- Legal name: Drumond Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329502
- AdvisorCensus page: https://advisorcensus.com/firm/drumond-wealth-management-329502

## Quick answers

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

**Is Drumond Wealth Management registered with the SEC or a state?**
Drumond Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329502.

**How much does Drumond Wealth Management manage?**
Drumond Wealth Management reports $61,492,124 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (38% discretionary).

**What types of clients does Drumond Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Drumond Wealth Management 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/329502

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,492,124
- Discretionary: $23,177,974
- Non-discretionary: $38,314,150

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $30,001,132 |
| High net worth individuals | 18 | $29,272,367 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,218,625 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- drumondwealthmanagement.com
- LinkedIn @drumondwealthmanagement
- LinkedIn @samuelsonid

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Drumond Wealth Management (CRD 329502): Form ADV filing data as of October 2026.