RIA Intel›Advisers›New Hampshire›DREW WEALTH MANAGEMENT LLC

DREW WEALTH MANAGEMENT LLC

Advisory

PORTSMOUTH, NH

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in NH

#113

of 141 advisers by AUM

Average account

$1M

across 78 accounts

AUM per adviser

$90M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, NH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ORBIS FINANCIAL GROUP INC.

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