RIA Intel›Advisers›Texas›DRUMOND WEALTH MANAGEMENT LLC

DRUMOND WEALTH MANAGEMENT LLC

Advisory

TX

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in TX
#1,646
of 2,813 advisers by AUM
Average account
$190K
across 323 accounts
AUM per adviser
$15M
4 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$61M
Discretionary %
37.7%
Clients
132
Employees
4

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$61M
Discretionary AUM$23M
Non-Discretionary AUM$38M
Discretionary %37.7%
Total Clients132
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

AQUANAUT CAPITAL MANAGEMENT, L.P.
HOUSTON, TX
$62M
+84.5% 1Y
MEADOWPARK CAPITAL, LLC
DALLAS, TX
$61M
+131.4% 1Y
BISONWOOD INVESTMENTS, INC.
TYLER, TX
$62M
0.0% 1Y
DORNICK WEALTH MANAGEMENT LLC
DALLAS, TX
$61M
LLOYDS INTREPID LLC
THE WOODLANDS, TX
$61M
BLACK SWAN ADVISORS, L.P.
SAN ANTONIO, TX
$62M
-8.9% 1Y

Get the full picture on DRUMOND WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DRUMOND WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans