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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion atlas
- Established Date
- 12-12-2019
- Office Locations
- 2
Office Locations
About DRS Wealth Management
DRS Wealth Management is a fiduciary RIA serving individuals, businesses, and foundations/endowments with objective advice on financial decisions, investment allocation, and risk mitigation. The firm emphasizes accountability and transparency through a 360° service model. Portfolios lean on ETFs alongside cash and public funds, with some fixed income exposure. Custody includes Charles Schwab.
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Owner & Executives
MATTHEW DAVID ALBERS
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #2917814
- Ownership
- 75% or more
Carrie Ann Chudzikiewicz
Vice President
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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MICHAEL PATRICK NIXON
Partner
- CRD
- #2169631
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,086,307 | -- |
| Non-Discretionary | $4,376,757 | -- |
| Total | $88,463,064 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,463,064
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $121,512,468 | 21.1% |
| Cash | $52,405,851 | 9.1% |
| Public Funds | $96,173,375 | 16.7% |
| Other | $122,664,245 | 21.3% |
| Corporate - Investment Grade | $138,789,122 | 24.1% |
| Municipal Bonds | $44,343,414 | 7.7% |
| Total | $575,888,475 | 100.0% |