# Oracle Private Wealth Advisors

Oracle Private Wealth Advisors is a Multi Family Office based in Lutherville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lutherville, United States
- **Region:** North America
- **Founded:** 2024
- **Assets under management:** 300 (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/oracle-private-wealth-advisors

## Regulatory record

- **Reports private funds:** No

## About

Audrey Drossner established Oracle Private Wealth Advisors as a multi-family office in Lutherville, Maryland. The firm advises affluent families on investment management, estate planning, and wealth transfer across generations. The firm allocates across hedge funds, secondaries, and philanthropic vehicles. It maintains exposure to public equities including Apple, NVIDIA, and Microsoft through its affiliate platform. Geographic focus centers on North America. Oracle Private Wealth Advisors does not run a dedicated direct deal program. The firm employs no disclosed headcount beyond its founding principal. It maintains one known philanthropic vehicle, The Kenneth S Battye Charitable Trust, established in 1991. January 2024: Oracle Private Wealth Advisors was acquired by Summit Financial, LLC and now operates as a DBA on that platform. Oracle Private Wealth Advisors sits inside Summit Financial Holdings as an affiliate RIA. This structure provides access to centralized investment and operational resources while preserving the original advisory team.

## Sectors

- Wealth Management
- Philanthropy

## People

- Audrey Drossner — Founder

## Questions

### Who runs investment decisions at Oracle Private Wealth Advisors?

Audrey Drossner serves as founder and leads the advisory team. Post-acquisition, investment execution occurs through the Summit Financial platform.

### Is Oracle Private Wealth Advisors structured as a single family office or multi-family office?

It operates as a multi-family office serving multiple affluent families.

### Does Oracle Private Wealth Advisors participate in fund commitments or only direct deals?

The firm provides access to investments through partners and does not maintain a dedicated direct deal program.

### Where does the underlying wealth come from?

Wealth origin is not publicly disclosed.

### How is Oracle Private Wealth Advisors related to Summit Financial?

It became an affiliate partner and DBA of Summit Financial after the January 2024 acquisition.

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- [MacLellan Foundation](https://altss.com/profile/maclellan-foundation)
- [Pompano Beach General Employees' Retirement System](https://altss.com/profile/pompano-beach-general-employees-retirement-system)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oracle-private-wealth-advisors

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