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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 02-23-2024
- Office Locations
- 1
Office Locations
About Drumond Wealth Management
Drumond Wealth Management is a boutique, family-office-style fiduciary providing personalized wealth management, investment management, and financial planning for high-net-worth families. The firm manages portfolios using stocks, bonds, ETFs, and mutual funds and emphasizes direct, high-touch service. Led by Samuelson Drumond (CFP®, AAMS®, CRPC®) with 30+ years in financial services, it also serves clients in the U.S. and abroad, with support in English, Portuguese, and Spanish, and offers client access via Schwab and MoneyGuidePro.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SAMUELSON ITABORAI DRUMOND
Chief Compliance Officer, President
- CRD
- #6874991
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL DANIEL SAENZ
--
- CRD
- #7678142
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,177,974 | -- |
| Non-Discretionary | $38,314,150 | -- |
| Total | $61,492,124 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,492,124
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $743,586,574 | 16.4% |
| Equity - Exchange | $1,559,718,179 | 34.4% |
| Municipal Bonds | $408,065,803 | 9.0% |
| U.S. Government/Agency | $1,822,693,919 | 40.2% |
| Total | $4,534,064,475 | 100.0% |