DROMS STRAUSS WEALTH MANAGEMENT

501 N Lindbergh Boulevard
St. Louis, Missouri 63141-7844
Tel: 314-862-9100

About DROMS STRAUSS WEALTH MANAGEMENT

DROMS STRAUSS WEALTH MANAGEMENT, formally registered with the SEC as DROMS STRAUSS WEALTH MANAGEMENT. The firm was established in 01/20/1998. They have over 1 offices throughout the country.

DROMS STRAUSS WEALTH MANAGEMENT is a St. Louis, Missouri based Financial Planning firm with nearly $676,158,376 assets under management, offering retirement planning & investment advisory services to 1242 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108620
SEC#	801-55207
Assets Managed by Firm	$676,158,376
No. of Clients	1242
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ESTATE & TAX PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1242	$676,158,376
Individuals (other than high net worth individuals)	174	$75,481,053
High net worth individuals	145	$573,040,551
Pension and profit sharing plans	8	$13,565,099
Charitable organizations	18	$7,080,437
Corporations or other businesses	Fewer than 5 clients	$6,991,236

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