Investment adviser · CRD 108620
DROMS STRAUSS WEALTH MANAGEMENT
Investment adviser filing (IA)
DROMS STRAUSS ADVISORS, INC.
ST. LOUIS, MO, United States · Form ADV filed Mar 17, 2026
- Regulatory AUM
- $806M Form ADV · Item 5.F
- Client accounts
- 1,260 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 192 | $723,458,687 | 89.7% |
| Individuals | 220 | $69,264,446 | 8.6% |
| Charities | Fewer than 5 | $8,700,176 | 1.1% |
| Retirement plans | 5 | $4,868,689 | 0.6% |
Filing source
Form ADV 2060312 · Mar 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
501 N LINDBERGH BOULEVARDST. LOUIS, MO, 63141-7844, United States
CRD 108620
Filing source
Form ADV 2060312 · Mar 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.