Drummond Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,273,499
Clients
129
Advisors
3
of 4 employees
About
Drumond Wealth Management serves individuals, trusts, estates, charitable organizations and business entities, providing fee‑based investment advisory and financial planning services, including customized portfolio management and financial plans. The firm reports approximately $61.5 million in assets under management for about 129 clients and operates with a three‑advisor team.
The firm describes a tactical allocation approach intended to reduce risk and seek improved performance, using tools that range from ETFs and mutual funds to foreign securities, options, and interests in partnerships. It manages client accounts on both discretionary and non‑discretionary bases — reporting $23.2 million in discretionary AUM and $38.3 million in non‑discretionary AUM — and will obtain client approval for trades in non‑discretionary accounts.
Noteworthy elements in the brochure include a wrap fee program sponsored through Charles Schwab that bundles advisory and execution services (the firm retains the full wrap fee because third‑party managers are not included) and the firm’s disclosure of resulting incentives around trading frequency. The brochure also highlights the firm’s use of foreign securities and an internationally experienced principal, which is consistent with an atypical non‑U.S. client exposure for a firm of this size.
Client services
Expertise
Fee options
Fixed fee of up to $15,000 for Financial Planning Services
Up to 1.50% per annum, payable quarterly in advance or in arrears
Financial Planning Services charged at $250 per hour (used to calculate fixed fee up to $15,000)
Minimum fee: Financial Planning fixed fee up to $15,000 based on hourly rate of $250/hour multiplied by anticipated hours
Main office
Katy TX
Advisors at this office
3
Most active in
Florida · Massachusetts · Texas
Also doing business as
Drumond Wealth Management · Drumond Wealth Management 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Lucas D
Series 65
Katy, TX
Drummond Wealth Management
Lucas Drumond is a financial advisor at Drummond Wealth Management in Katy, TX, holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a full-time student for nine years. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach using a variety of investment vehicles and manages approximately $61.5 million in assets across both discretionary and non-discretionary accounts.
Samuelson D
CFP®, Series 66
Katy, TX
Drummond Wealth Management
Samuelson Drumond is a CFP® with eight years of industry experience, currently serving as a financial advisor at Drummond Wealth Management. His prior experience includes roles at Edward Jones and LPL Financial. Outside of advising, he works as an independent insurance producer. Drummond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using a variety of investment vehicles and manages approximately $61.5 million in assets for around 129 clients.
Michael S
Series 66
Katy, TX
Drummond Wealth Management
Michael Saenz is a financial advisor at Drummond Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, he is employed as a data scientist in the oil and gas industry. Drummond Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach across a range of investment instruments and manages approximately $61.5 million in assets for about 129 clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)