D
CRD: 328909
Drucker Wealth
Mahwah, NJ
2126810460
$771.2M Total AUM
$771.2M Disc. AUM
-- 3Y CAGR
12 Employees
722 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-2024
- Office Locations
- 4
Office Locations
-- Denver CO
-- Kuna ID
-- Mahwah NJ
About Drucker Wealth
Drucker Wealth is a Mahwah-based RIA with 4 offices. The firm has been operating for 2 years. Managing $771.2M in total assets under management, with 6 advisory representatives. They custody assets with Altruist and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$128.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2 yrs AVG TENURE
12 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age
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Asset Classes
Wave Vital
Client Personas
Glacier Foundation
Investment Themes
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Investment Vehicles
Optima Eagle
Platform
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Services
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Owner & Executives
GIDEON DRUCKER
Chief Compliance Officer, Managing Member, President
- CRD
- #6282183
- Ownership
- 50% but less than 75%
(584) 811-9436
atlas.legacy@embercapital.com
in linkedin.com/in/capital-quantum
LANCE DRUCKER
Chairman, Managing Member
- CRD
- #1405843
- Ownership
- 50% but less than 75%
(205) 488-9748
legacy.glacier@fusioncapital.com
in linkedin.com/in/optima-catalyst
Showing 2 of 2 owners & executives
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Dru Catherine Burns
--
- CRD
- #6666996
(277) 203-8591
frontier.value@optimacapital.com
in linkedin.com/in/harbor-north
J
Jordan Anthony Haines
--
- CRD
- #6900734
(461) 600-8599
oak.pioneer@horizoncapital.com
in linkedin.com/in/element-radial
V
Vector harbor
Vector momentum prime
- CRD
- #70573
(689) 212-2566
matrix.legacy@ridgecapital.com
in linkedin.com/in/fusion-foundation
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $771,198,712 | $271,549 |
| Non-Discretionary | $0 | -- |
| Total | $771,198,712 | $271,549 |
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Separately Managed Accounts
Total SMA Asset: $771,198,712
Equity - Exchange:
19.3% Public Funds:
8.3% Cash:
17.5% Corporate - Investment Grade:
5.2% Equity - OTC:
16.4% Municipal Bonds:
5.8% Private Funds:
13.9% U.S. Government/Agency:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,118,229,714 | 19.3% |
| Public Funds | $480,896,716 | 8.3% |
| Cash | $1,013,938,860 | 17.5% |
| Corporate - Investment Grade | $301,284,690 | 5.2% |
| Equity - OTC | $950,205,560 | 16.4% |
| Municipal Bonds | $336,048,308 | 5.8% |
| Private Funds | $805,357,151 | 13.9% |
| U.S. Government/Agency | $787,975,342 | 13.6% |
| Total | $5,793,936,341 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PRIME ELEMENT | CREST PEAK | W7LJXQS3B | NSY | 1.03% | $112,523,225 |
| VERTEX PEAK FUSION | BEACON VERTEX | 3GT807M4T | XTATG | 11.53% | $111,305,530 |
| VERTEX OPTIMA MOMENTUM | ZENITH WAVE | EQQVL1V6R | VCHR | 3.83% | $118,780,925 |
| VERTEX MERIDIAN | RADIAL ALPHA | S5019FY5M | LDI | 2.37% | $96,515,743 |
| FOUNDATION VERTEX BRIDGE | HORIZON RIDGE | FPEVP1G24 | CZXD | 9.81% | $33,204,452 |
| CATALYST GLACIER OAK | NORTH PEAK | YQ863HQ04 | RWQ | 4.16% | $34,023,673 |
| MATRIX ELEMENT PRIME | EAGLE ZENITH | JA1N06SQ8 | WMZ | 4.23% | $97,858,947 |
| OPTIMA CREST TIMBER | HORIZON RADIAL | 82BHQF88A | RWN | 3.30% | $35,824,414 |