{
  "crd_number": 332366,
  "slug": "drew-wealth-management-portsmouth-nh-332366",
  "primary_business_name": "DREW WEALTH MANAGEMENT",
  "legal_name": "DREW WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Portsmouth",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-08-28",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 102290337.0,
  "raum_discretionary": 102290337.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20938803.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 81351534.0,
      "count": 42
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NH"
  ],
  "websites": [
    "https://drewwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332366",
  "city_as_filed": "PORTSMOUTH",
  "url": "https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366",
  "display_name": "Drew Wealth Management",
  "summary": "Drew Wealth Management is a state-registered investment advisory firm in Portsmouth, NH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Drew Wealth Management (CRD 332366): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Drew Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Drew Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Drew Wealth Management located?",
      "a": "Drew Wealth Management's principal office is in Portsmouth, NH, according to its Form ADV."
    },
    {
      "q": "Is Drew Wealth Management registered with the SEC or a state?",
      "a": "Drew Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332366."
    },
    {
      "q": "How much does Drew Wealth Management manage?",
      "a": "Drew Wealth Management reports $102,290,337 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Drew Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (39)."
    },
    {
      "q": "Does Drew Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332366"
    },
    {
      "q": "What changed in Drew Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $89,713,756 to $102,290,337 (+14%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $89,713,756 to $102,290,337 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 20938803.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 81351534.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332366",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}