# Drew Wealth Management

> 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.

- CRD: 332366
- Filed as: DREW WEALTH MANAGEMENT
- Legal name: Drew Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332366
- AdvisorCensus page: https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366

## Quick answers

**How is Drew Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Drew Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Drew Wealth Management located?**
Drew Wealth Management's principal office is in Portsmouth, NH, according to its Form ADV.

**Is Drew Wealth Management registered with the SEC or a state?**
Drew Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332366.

**How much does Drew Wealth Management manage?**
Drew Wealth Management reports $102,290,337 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Drew Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (39).

**Does Drew Wealth Management report any disciplinary disclosures?**
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

**What changed in Drew Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $89,713,756 to $102,290,337 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $102,290,337
- Discretionary: $102,290,337
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $20,938,803 |
| High net worth individuals | 42 | $81,351,534 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [drewwealth.com](https://drewwealth.com)

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $89,713,756 to $102,290,337 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Drew Wealth Management (CRD 332366): Form ADV filing data as of October 2026.