Drew Wealth Management

RIAState Registered

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$538K

Accounts

190

Employees

2

Advisory reps

1

Firm details

Headquarters: Portsmouth, New Hampshire
CRD number: 332366
Website: www.drewwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.53%
Individuals20.47%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Drew Wealth Management is an independent, individual-owned LLC that provides fee-based wealth management to individuals and families. The firm charges a percentage-of-AUM advisory fee and focuses on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It identifies itself as a capital allocator and does not position itself as an active ESG investor. The firm is state-registered in Florida, Louisiana and New Hampshire.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds94%
Exchange Traded Equities3%
Cash & Cash Equivalents3%

Contacts

1 of 1

Nicholas Drew
Founder & Financial AdvisorCRD 5672296

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Rockingham
Address: 36 Maplewood Ave
Time zone: ET (UTC-5)
Office locations

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