CRD: 151107
Drazga Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2009
- Office Locations
- 1
Office Locations
About Drazga Wealth Advisors, LLC
Drazga Wealth Advisors, LLC is an independent RIA in Wexford, PA (founded 2009) providing asset management/advisory, wealth management, and financial planning for a select group of qualified, high-net-worth clients. Founder Patrick Drazga, a CERTIFIED FINANCIAL PLANNER(TM) professional, has 30+ years of experience including 17 years at Fidelity in its Private Client group. Portfolios primarily use public funds and ETFs and are typically custodied at Fidelity/NFS.
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Owner & Executives
PATRICK J DRAZGA
Chief Compliance Officer, Manager, Wealth Advisor
- CRD
- #2214058
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,400,000 | -- |
| Non-Discretionary | $21,700,000 | -- |
| Total | $65,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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