Drew Wealth Management: new SEC registration, $102M AUM, Portsmouth, NH
Drew Wealth Management (Portsmouth, New Hampshire): new SEC registration, $102M AUM, Portsmouth, NH. Its amount of 102 is below the median of 135 (13th percentile). Dated 7 days ago, it is inside the fresh trigger window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 7 related NH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Drew Wealth Management |
| Legal name | Drew Wealth Management LLC |
| CRD | 332366 |
| Status | Approved |
| Registered with the SEC | 2026-10-29 |
| Latest Form ADV filing | 2026-10-04 |
| Location | Portsmouth, NH, United States |
| Regulatory AUM | $102,290,337 |
| Accounts | 190 |
| Employees | 2 |
| Website | https://www.drewwealth.com |
| amount percentile | 13th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (8 NH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-29
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (NH first): Mardin Capital Group · Middle Street Capital, LLC · Gassman Financial LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Drew Wealth Management and 8 New Hampshire peers
- New Hampshire NewRiaPulse records like this one: 8
- Drew Wealth Management's amount: 13th percentile of 1,225 records
- Timing: High: dated in the last 7 days
- Estimated pipeline if you contact every New Hampshire peer: $1,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Drew Wealth Management in Portsmouth, New Hampshire?
Drew Wealth Management received SEC registration as an investment adviser (2026-10-29) with $102,290,337 in regulatory assets under management, based in Portsmouth, NH.
How does Drew Wealth Management compare to other New Hampshire NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is fresh: dated 7 days ago, inside the window where early outreach matters most. Its Score of 75/100 puts it among the stronger signals in this feed.
Drew Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Drew Wealth Management | Portsmouth, NH | 102 | 13th | 2026-10-29 |
| Colefp | 102 | 13th | 2026-10-30 | |
| Capital Synergy Partners | Irvine, CA | 102 | 13th | 2026-10-21 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Hampshire NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.