Drucker Wealth 3.0, LLC
Drucker Wealth 3.0, LLC is a registered investment adviser headquartered in Woodcliff Lake, New Jersey. The firm is part of Drucker Wealth, a third-generation, family-owned financial planning and wealth management company with over 60 years of history. Although they have deep roots in New York, the team runs a virtual planning practice serving mid-career professionals and pre-retirees, helping clients build, protect, and preserve wealth through comprehensive, holistic financial planning and investment management. The firm emphasizes radical transparency and client-focused solutions, adapting its services as clients' needs evolve.
Investment Strategy
Drucker Wealth 3.0, LLC specializes in holistic financial planning and investment management, utilizing a client-centric approach that adapts to market trends and the individual needs of its clients. The firm constructs diversified portfolios and emphasizes long-term growth and risk management through comprehensive planning. Drucker Wealth is distinguished by its combination of technology and personalized advisory services, working primarily with mid-career professionals and those heading toward retirement, seeking to simplify and optimize their financial lives and ensure robust wealth preservation.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.45% | $48.9M | 85,299 | $514.29 | $568.03 | +$3.4M |
B BND | VANGUARD BD INDEX FDS | 5.57% | $28.8M | 394,671 | $72.63 | $73.63 | -$1.1M |
V VB | VANGUARD INDEX FDS | 4.26% | $22.1M | 90,553 | $226.57 | $236.98 | +$4.3M |
V VTI | VANGUARD INDEX FDS | 3.36% | $17.4M | 56,661 | $268.35 | $303.93 | +$699.5K |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.29% | $17.0M | 82,331 | $194.18 | $204.67 | -$1.5M |