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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-2024
- Office Locations
- 4
Office Locations
About Drucker Wealth
Drucker Wealth is a Mahwah-based RIA with 4 offices. The firm has been operating for 2 years. Managing $891.2M in total assets under management, with 6 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 12, 2025 and September 3, 2026, reported AUM increased 33.8%, from $666.0M to $891.2M.
Across 3 reported observations, AUM increased 34.5% between December 26, 2024 and September 3, 2026, from $662.8M to $891.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 614 clients, or 102.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 4 reported office locations and 2 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
GIDEON DRUCKER
Chief Compliance Officer, Managing Member, President
- CRD
- #6282183
- Ownership
- 50% but less than 75%
LANCE DRUCKER
Chairman, Managing Member
- CRD
- #1405843
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Dru Catherine Burns
--
- CRD
- #6666996
Jordan Anthony Haines
--
- CRD
- #6900734
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $891,154,920 | $330,302 |
| Non-Discretionary | $0 | -- |
| Total | $891,154,920 | $330,302 |
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Separately Managed Accounts
SMA allocation detail is available
Drucker Wealth has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Drucker Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.