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- Custodian
- Assetmark ยท Axos
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL RICHARD ANDERSEN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4633775
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brady John Bailey
--
- CRD
- #7969657
Joseph Francis Lorenzo II
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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