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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-06-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 114 clients, or 114 clients per representative. That equates to $960.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVID RAE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4630789
- Ownership
- 75% or more
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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
SMA allocation detail is available
DRM Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.