$109.5M Total AUM
$109.5M Disc. AUM
-- 3Y CAGR
2 Employees
114 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- DeltaOak value
- Established Date
- 06-06-2017
- Office Locations
- 1
Office Locations
-- Palm Springs CA
About DRM Wealth Management
DRM Wealth Management is an independent fiduciary practice led by CFP/AIF David Rae serving Los Angeles-area clients with integrated financial, retirement and tax planning, investment management, and coordination with CPAs and attorneys on insurance and estate needs. Rae is a six-time Investopedia “100 Financial Advisors” honoree and a frequent national media and Forbes.com contributor.
Team overview
45 AVG AGE
$109.5M AVG AUM / ADVISOR
$960.5K AVG AUM / CLIENT
9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Bridge
Client Personas
Zenith Meridian crest
Custodian
Quantum insight Prime
Investment Themes
Capital Vertex Pioneer crest
Investment Vehicles
Eagle element
Services
Glacier legacy Peak Zenith eagle Eagle Value bridge Harbor optima Signal Momentum element Vital delta Vector
Technology
Alpha Prime ridge
Owner & Executives
DAVID RAE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4630789
- Ownership
- 75% or more
(591) 449-5942
signal.vertex@northcapital.com
in linkedin.com/in/north-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $109,500,000
Public Funds:
37.8% Equity - Exchange:
36.7% Cash:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,800,068,854 | 37.8% |
| Equity - Exchange | $1,747,685,898 | 36.7% |
| Cash | $1,214,332,164 | 25.5% |
| Total | $4,762,086,916 | 100.0% |