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David R
CFP®, Series 63, Series 66
Palm Springs, CA
DRM Wealth Management
David Rae is a CFP® professional with 23 years of industry experience. He is the sole advisor at DRM Wealth Management, an independent firm based in Palm Springs, CA, where he has worked since 2017. His prior experience includes roles at Trilogy Capital Inc and National Planning Corporation. DRM Wealth Management serves individual, charitable, and business clients, managing approximately $109.5 million in discretionary assets. The firm emphasizes passive investment management through diversified, asset-class weighted portfolios using index funds and ETFs, supplemented by fundamental and technical research methods. Financial planning services include scenario modeling and ongoing monitoring under various fee arrangements.
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