Drew Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$89,713,756
Clients
78
49% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
78
Very HighAverage account size
$1,150,176
About
Drew Wealth Management serves individual and high‑net‑worth clients with wealth management and comprehensive financial planning, including retirement, estate, college savings, business planning, and risk‑management reviews. The firm operates on a fee‑only basis and refers clients to third‑party professionals when appropriate without accepting sales‑based compensation.
The firm constructs portfolios using an asset‑allocation framework informed by modern portfolio theory and a mix of passive and active approaches, applying both fundamental and technical analysis as appropriate. For implementation it may engage Outside Managers and maintains a sub‑advisory relationship with 55ip to deploy BlackRock model portfolios and provide tax‑loss harvesting, with accounts generally managed on a discretionary basis.
Distinctive aspects include its recent formation (2024) while overseeing nearly $90 million in assets and its requirement that clients custody assets on Charles Schwab’s institutional platform, which gives access to Schwab’s institutional services. The firm also makes written financial plans available at clients’ election at no additional advisory fee and does not vote client proxies, leaving proxy decisions to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Tax-loss harvesting
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
0.50% - 1.50% annually, based on assets under management, fees are negotiable and depend on client needs and complexity
Fee-only: Fee-only firm; compensation solely from client advisory fees; no commissions or other sales-related compensation
Main office location
Drew Wealth Management
36 Maplewood Ave
Portsmouth NH 03801, United States
Number of offices
1
Most active in
Drew Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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