DRUCKER WEALTH 3.0, LLC
Available Loaders
Identifiers
| Authority | Identifier | Display | As Of | Confidence |
|---|---|---|---|---|
| adv_crd | 328909 | 328909 | — | 1.0 |
| sec_file_number | 801-129473 | 801-129473 | — | — |
Profile
Aliases:
- DRUCKER WEALTH adv_part1
ADV Metrics
Assets & Accounts
- RAUM (total)665,989,896.0
- RAUM (discretionary)665,989,896.0
- Actionable assets509,683,741.0
- Accounts2,985.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM0.0
- HNW AUM506,523,401.0
People
| Name | Title | Role | Evidence | |
|---|---|---|---|---|
| ARNEZ, NEISY, S | CHIEF COMPLIANCE OFFICER | OFFICER | — | {"filing_id": "2011120", "owner_id": "5883802", "source": "adv_part1", "table": "Schedule_A_B"} |
| DRUCKER, GIDEON | PRESIDENT & MANAGING MEMBER | OFFICER | — | {"filing_id": "2011120", "owner_id": "6282183", "source": "adv_part1", "table": "Schedule_A_B"} |
| DRUCKER, LANCE | CHAIRMAN & MANAGING MEMBER | OFFICER | — | {"filing_id": "2011120", "owner_id": "1405843", "source": "adv_part1", "table": "Schedule_A_B"} |
Outbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No outbound affiliations. | |||
Inbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No inbound affiliations. | |||
Evidence
adv_part1
-
data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv
{ "date_submitted": "09/25/2025 03:42:41 PM", "filing_id": "2011120", "reg_type": "IA" }