Drew Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Drew Wealth Management is an independent, fee-only advisory firm that provides wealth management and comprehensive financial planning to individuals and high‑net‑worth individuals. The firm manages investment portfolios and delivers planning services that cover retirement, tax and estate coordination, business planning, and other goals for about 81 clients and roughly $102 million in discretionary assets.
The firm customizes asset allocation and portfolio construction using a mix of fundamental and technical analysis, modern portfolio theory, and both passive and active investment vehicles, typically with discretionary trading authority and quarterly reviews. It also employs outside managers and a sub‑advisory arrangement with 55ip to implement certain BlackRock model portfolios and automated tax‑loss harvesting.
Compared with many solo independent advisers, Drew Wealth Management is notable for its scale as a one‑advisor practice managing over $100 million and for its recent SEC registration in 2024. The firm requires clients to custody assets on a single institutional platform (Charles Schwab), which provides operational and research support but also limits brokerage choice.
Client services
Expertise
Fee options
0.50% - 1.50%
Fee-only: Fees are negotiated and charged as a percentage of assets under management from 0.50% to 1.50% annually.
Main office
36 Maplewood Ave
Portsmouth NH 03801
Advisors at this office
1
Most active in
Florida · Louisiana · New Hampshire · Texas
Also doing business as
Drew Wealth Management · Drew Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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