DREW WEALTH MANAGEMENT

Overview

Drew Wealth Management operates as an independent, owner-run registered investment adviser that manages discretionary portfolios for individuals and families on a percentage-of-AUM fee basis. The firm’s advisory work centers on financial planning, ongoing portfolio management for individuals and small businesses, and the selection of outside advisers for specialized mandates. Filings show Drew Wealth Management is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser; its model is concentrated on private-client wealth management rather than institutional retirement plan work. Investment execution favors pooled public vehicles and manager-sourced strategies. The adviser acts as a capital allocator when needed, blending internally managed allocations with third-party products and, where appropriate, outsourced manager selections to fill coverage gaps or provide specialist exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices