Drazga Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Drazga Wealth Advisors, LLC is an independent, single-advisor firm that provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily to individual clients and small businesses. The firm reports approximately $65 million in assets across about 65 client relationships and delivers services through separate-account management and hourly planning engagements, typically billed as percentage-of-AUM arrangements.
The firm’s investment approach is built around asset allocation with both strategic and tactical elements, using diversification, sector and style analysis, and customized security selection across mutual funds, ETFs, REITs, fixed income and individual securities. Portfolios are monitored and adjusted on a client-specific basis rather than on a fixed calendar schedule, and the adviser may adopt defensive or aggressive positioning as research and market conditions warrant.
Notably, the firm’s principal maintains an insurance license and may recommend or sell insurance products as part of financial planning; the brochure indicates the principal expects to spend roughly 5% of his time on insurance activities and that commissions currently represent less than 1% of revenues, with any commissions disclosed to clients. The firm also maintains an institutional platform and custody arrangement with Fidelity and manages a mix of discretionary (about $43.4M) and non-discretionary (about $21.7M) assets, a profile worth noting for a single-advisor practice.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.9% annually $2,000,001 - $3,000,000: 0.8% annually $3,000,001 - $4,000,000: 0.7% annually $4,000,001 - $5,000,000: 0.6% annually $5,000,001+: 0.5% annually
Less than 1% of revenue from commissions on insurance product sales; no commissions received from securities transactions
$100 to $200 per hour depending on personnel and complexity; advisor rate $150 to $200 per hour; clerks $100 to $125 per hour; assistants $100 to $110 per hour
Account minimum: $500,000
Main office
9500 Brooktree Road, Suite 302
Wexford PA 15090-9227
Advisors at this office
1
Most active in
Pennsylvania · Texas
Also doing business as
Drazga Wealth Advisors · Drazga Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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