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- Custodian
- Assetmark ยท Axos
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-2008
- Office Locations
- 1
Office Locations
About Andersen Wealth Management
Andersen Wealth Management is an Easton, MD wealth management firm focused on retirees and pre-retirees. The team builds retirement planning and portfolio strategies designed to protect, preserve and grow assets, including guidance on annuities and risk management using its RiskAlyze risk-score tool. The firm also educates prospects through complimentary dinner and seminar events.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 691 clients, or 172.8 clients per representative. That equates to $137.9K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Andersen Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL RICHARD ANDERSEN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4633775
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brady John Bailey
Financial Specialist
- CRD
- #7969657
Joseph Francis Lorenzo II
Financial Specialist
- CRD
- #7531758
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,315,706 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,315,706 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Andersen Wealth Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.