Drucker Wealth 3.0 provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Drucker Wealth 3.0 reports 614 clients. They include 331 high-net-worth individuals, 282 individual clients and 1 corporate or other business client. Of its assets, 100.0% ($891M across 2,698 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $891M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 14% |
| High-net-worth individuals | 54% | 82% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 282 | $128M | 14.3% | $452K |
| High-net-worth individuals | 331 | $734M | 82.4% | $2.22M |
| Corporations and other businesses | Fewer than 5 | $29.7M | 3.3% | $29.7M |
| Total | 614 | $891M | 100% | — |
- Clients
- 282
- Regulatory AUM
- $128M
- AUM share
- 14.3%
- Avg. per client
- $452K
- Clients
- 331
- Regulatory AUM
- $734M
- AUM share
- 82.4%
- Avg. per client
- $2.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $29.7M
- AUM share
- 3.3%
- Avg. per client
- $29.7M
Total
- Clients
- 614
- Regulatory AUM
- $891M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Drucker Wealth 3.0 charges up to 1.25% for its Asset Under Management. The brochure does not state whether the rate is annual. The fee is billed in advance and has a $7,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning
- Access to the third-party estate planning technology platform costs up to $2,499.
- Financial Planning Services
- A one-time financial planning engagement may carry a fixed fee of $3,000 to $8,000, with half paid on engagement.
Gideon Drucker owns 50% to 75% of Drucker Wealth 3.0. The leadership team of Drucker Wealth 3.0 includes President Gideon Drucker. It has 12 employees, 6 of them in advisory roles.
Staff
- 12 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of Drucker Wealth 3.0, LLC
Gideon Drucker
Control person · since February 2024
- Owns 50% to 75% of Drucker Wealth 3.0, LLC
Lance Drucker
Control person · since February 2024
Drucker Wealth 3.0’s regulatory assets grew 1.5× from $580M (July 2024) to $891M (September 2026); clients fell from 803 to 614 and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $891M | 614 | 12 | 1 |
| May 2025May 2025 | $666M | 837 | 12 | 1 |
| Jul 2024July 2024 | $580M | 803 | 12 | 1 |
Besides its headquarters, Drucker Wealth 3.0 has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Drucker Wealth 3.0, LLC
- Headquarters
- Not reported
- Website
- druckerwealth.com
- Phone
- 212-681-0460
- @drucker-wealth
- SEC file
- 801-129473
- Structure
- New Jersey LLC
- Fiscal year end
- December
Drucker Wealth 3.0’s named custodians for separately managed accounts are Fidelity ($514M, 61%), Altruist ($253M, 30%) and Pontera Solutions ($72.4M, 9%). Drucker Wealth 3.0 does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $514M61%
- AltruistAltruist Financial LLC · Culver City, CA · $253M30%
- Pontera SolutionsPontera Solutions, Inc. · New York, NY · $72.4M9%
At year end, Drucker Wealth 3.0’s separately managed accounts were mostly in funds (54%) and stocks (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $632M across 289 positions; the largest are Vanguard Index Fds (9.2%), Pacer Fds TR (3.7%) and Apple Inc. (3.5%).
What the accounts hold
- Stocks39%
- Exchange-traded equities38%
- Non-exchange-traded equities1%
- Funds54%
- Registered funds53%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Drucker Wealth 3.0 have?
Drucker Wealth 3.0 has 614 clients and manages $891 million for them, as of September 2026. They include 331 high-net-worth individuals, 282 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026
What services does Drucker Wealth 3.0 offer?
Drucker Wealth 3.0 provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Drucker Wealth 3.0 charge?
Drucker Wealth 3.0 charges up to 1.25% for its Asset Under Management. The brochure does not state whether the rate is annual. The fee is billed in advance and has a $7,500 annual minimum.
Which custodians does Drucker Wealth 3.0 use?
Drucker Wealth 3.0’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $514M, Altruist Financial LLC (Culver City, CA), with $253M and Pontera Solutions, Inc. (New York, NY), with $72.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026
How many financial advisors does Drucker Wealth 3.0 have?
Drucker Wealth 3.0 has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Drucker Wealth 3.0 invest in?
At the end of its last fiscal year, Drucker Wealth 3.0’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Drucker Wealth 3.0?
Drucker Wealth 3.0’s direct owners are Gideon Drucker (50% to 75%) and Lance Drucker (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 September 2026
How does Drucker Wealth 3.0 get paid?
Drucker Wealth 3.0 is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Drucker Wealth 3.0?
Its phone number is 212-681-0460. Its website is druckerwealth.com.