Nicholas Drew
Drew Wealth Management · Portsmouth, New Hampshire
Nicholas Drew is a fee-only financial advisor at Drew Wealth Management in Portsmouth, New Hampshire. Nicholas focuses on retirement planning and estate & legacy planning. Drew Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Drew Wealth Management |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $102.3M across 190 accounts |
| SEC registration | Investment adviser representative in FL, LA, NH, TX · CRD 5672296 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.drewwealth.com |
| Profile |
How Nicholas's firm compares
- Drew Wealth Management's average account is about $538,000, from its Form ADV (assets managed divided by 190 accounts).
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Questions about Nicholas
Is Nicholas Drew a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Drew Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Drew Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Nicholas work with clients virtually?
Yes. Drew Wealth Management says on its website that it works with clients remotely.
Where is Nicholas Drew based?
Nicholas Drew is based in Portsmouth, New Hampshire.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning and estate & legacy planning. Nicholas works with retirees and pre-retirees.
Is Nicholas Drew registered with the SEC?
Yes. Nicholas Drew is registered as an investment adviser representative in FL, LA, NH and TX (CRD 5672296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Drew Wealth Management manage?
Drew Wealth Management reports $102.3M across 190 accounts in assets under management.
How do I contact Nicholas Drew?
Through Nicholas's website, www.drewwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Drew Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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