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DROMS STRAUSS WEALTH MANAGEMENT
Legal name: DROMS STRAUSS ADVISORS, INC.
CRD 108620File 801-55207
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$806.3M
Above cohort median (national)
Discretionary AUM
$789.4M
Non-discretionary $16.9M
Clients
420
1,260 accounts
Employees
8
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 20, 1998
- Principal office
- 501 N LINDBERGH BOULEVARD, ST. LOUIS, MO, 63141-7844
- Phone
- 314-862-9100
- Website
- HTTP://WWW.DROMS-STRAUSS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $806.3M
- Discretionary AUM
- $789.4M
- Non-discretionary AUM
- $16.9M
- Discretionary accounts
- 1,243
- Non-discretionary accounts
- 17
- Total accounts
- 1,260
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $8.7M |
| High net worth individuals | 192 | $723.5M |
| Pension and profit sharing plans | 5 | $4.9M |
| Individuals (other than high net worth individuals) | 220 | $69.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.