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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PrimeAlpha frontier +more
- Established Date
- 01-20-1998
- Office Locations
- 1
Office Locations
About Droms Strauss Wealth Management
Droms Strauss Wealth Management provides holistic wealth management and financial planning for individuals and families, with a focus on financial independence, education funding, risk/insurance reviews (as non-agents), tax-aware investing, estate planning coordination with attorneys, and charitable-giving strategies. Portfolios emphasize asset allocation and commonly use ETFs and mutual funds, with relationships often Schwab-custodied and planning supported by eMoney.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY ZIAD GENNAOUI
Principal, VICE PRESIDENT
- CRD
- #4700026
- Ownership
- 25% but less than 50%
STEVEN NORMAN STRAUSS
Advisor, Chief Compliance Officer, President
- CRD
- #3192522
- Ownership
- 25% but less than 50%
Optima ember
Zenith delta
- CRD
- #49506
- Ownership
- 6.0%
Showing 2 of 4 owners & executives
Unlock allContacts
Robert James Hines
Wealth Advisor
- CRD
- #7971974
MICHAEL SCOTT MURPHY
Wealth Advisor
- CRD
- #2693677
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $789,423,603 | $635,095 |
| Non-Discretionary | $16,868,395 | $992,259 |
| Total | $806,291,998 | $639,914 |
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Separately Managed Accounts
Total SMA Asset: $806,291,998
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $634,288,897 | 14.5% |
| Cash | $914,250,893 | 20.9% |
| Equity - Exchange | $542,426,367 | 12.4% |
| Other | $634,288,897 | 14.5% |
| Municipal Bonds | $857,383,613 | 19.6% |
| Corporate - Investment Grade | $494,307,899 | 11.3% |
| U.S. Government/Agency | $297,459,621 | 6.8% |
| Total | $4,374,406,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME VITAL | TIMBER FUSION | CK7WK1AWO | MMRJ | 8.92% | $56,060,313 |
| VITAL HORIZON SUMMIT | GLACIER BEACON | 85TVKOT5E | KXC | 2.48% | $54,551,185 |
| CAPITAL MATRIX | ATLAS PEAK | F1LKO8DSK | ZJEKT | 9.79% | $96,266,543 |
| MERIDIAN VERTEX CAPITAL | DELTA MERIDIAN | 30YE0HE7W | GSM | 7.93% | $101,013,446 |
| SIGNAL ATLAS | MATRIX ATLAS | 7LEIDYMEV | GLKC | 4.07% | $28,219,758 |
| CREST VALUE MOMENTUM | PIONEER UNISON | VZ0GWBABB | TASAP | 6.48% | $41,994,742 |
| ATLAS EMBER QUANTUM | CATALYST FRONTIER | Z4GELU4FY | MUOJ | 7.54% | $83,242,033 |
| INSIGHT RIDGE | EMBER LEGACY | R8REDJ2J5 | RPU | 8.11% | $26,289,022 |