Drake & Associates, LLC
Drake & Associates, LLC is an SEC-registered mass-market adviser in Waukesha, WI with $607.3M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Drake & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154854, SEC 801-115301, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $607.3M (2026-06-05)
- Firm type
- Mass-Market Adviser
- Location
- Waukesha, WI
- Employees
- 35
- Clients
- 3,401
- CRD
- 154854
- Ownership
- DRAKE, ANTHONY, SAMUEL; Voight, Ryan, Kevin; Kronket, Michael, William; FLATOW, MARK, ROBERT; KRAUS, LAURA, MARGARET
How much AUM does Drake & Associates, LLC have?
Drake & Associates, LLC reported $607.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Drake & Associates, LLC?
Disclosed owners and executives of Drake & Associates, LLC include DRAKE, ANTHONY, SAMUEL, Voight, Ryan, Kevin, Kronket, Michael, William, FLATOW, MARK, ROBERT, KRAUS, LAURA, MARGARET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.