ANDERSEN WEALTH MANAGEMENT
Latest filing: Mar 27, 2025 (69 days ago)
AUM
$81,011,187
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
4
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
EASTON, MD
6 WEST DOVER STREET, EASTON, MD, UNITED STATES, 21601
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 702 | $0.1 |
| Average Individual AUM | $115,401 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 702 | $0.1 |
| Average Retail AUM | $115,401 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ANDERSEN | EASTON | MD | S63|2003-04-17|S65|2004-03-04 | ||||||
| JOSEPH LORENZO | EASTON | MD | S65|2022-07-22 | ||||||
| ADAM LYBARGER | EASTON | MD | S66|2012-07-03 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| DE-07/02/2019, FL-02/09/2021, MD-03/05/2008, NC-10/07/2020, TX-03/31/2023, VA-11/03/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV