DROMS STRAUSS WEALTH MANAGEMENT
SEC RegisteredMeeting your objectives… Exceeding your expectations
About the firm
Droms Strauss Wealth Management brings institutional quality investment management and financial planning to business owners, individuals, and families around the world. The firm takes a comprehensive approach to investment management with investment selection grounded in modern portfolio theory, finding that asset allocation is the primary determinant of long-run portfolio performance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning, with a focus on all aspects of clients' financial well-being, including advice, planning, and ideas on virtually all types of financial matters.
Who they serve
Business owners, individuals, and families around the world.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 220 | $69M |
| High Net Worth Individuals | 192 | $723M |
| Charitable Organizations | 5 | $4.9M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DROMS STRAUSS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.