$89.7M Total AUM
$89.7M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2024
- Office Locations
- 1
Office Locations
36 Maplewood AVE Portsmouth NH
About Drew Wealth Management
Drew Wealth Management is an independent, fiduciary RIA in Portsmouth, NH providing comprehensive financial planning and investment management, with a focus on retirees and pre-retirees. Founder Nick Drew brings 15+ years as an advisor and supports clients nationwide via phone, Zoom, or in-person meetings; custody includes Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$89.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
N
NICHOLAS ROBERT DREW
ADVISOR, FOUNDER, Partner
- CRD
- #5672296
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,713,756 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,713,756 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing