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DRM WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in CA
#2,702
of 5,480 advisers by AUM
Average account
$307K
across 357 accounts
AUM per adviser
$110M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$110M
Discretionary %
100%
Clients
114
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$110M
Discretionary AUM$110M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients114
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

VERAZ ADVISORS, LLC
SAN RAMON, CA
$110M
THE PLANNERS NETWORK, INC.
TEMECULA, CA
$109M
-9.3% 1Y
FAIRLIGHT ADVISORS LLC
SAN FRANCISCO, CA
$109M
RAMSDELL CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA
$109M
INSIGHT WEALTH STRATEGIES, LP
IRVINE, CA
$109M
+8.7% 1Y
CAREGEN WEALTH MANAGEMENT LLC
SAN MATEO, CA
$110M

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