CRD: 151241
Anderson Wealth Management, Inc.
Greer, SC
4436009073
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
16 yrs Firm Age
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- Custodian
- Morgan Stanley · SSG · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2009
- Office Locations
- 1
Office Locations
-- Greer SC
About Anderson Wealth Management, Inc.
Anderson Wealth Management, Inc. is a Greer-based RIA. The firm has been operating for 16 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and SSG. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$108.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Ridge element
Investment Themes
Unison Insight matrix
Investment Vehicles
Foundation Element delta
Services
Ember pathway Timber Catalyst Catalyst Element signal Focus Capital vector
Owner & Executives
C
CHRISTOPHER SCOTT ANDERSON MR.
Chief Compliance Officer, President
- CRD
- #4843309
- Ownership
- 75% or more
(324) 262-7037
unison.meridian@matrixcapital.com
in linkedin.com/in/harbor-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,900,000
Equity - Exchange:
21.7% U.S. Government/Agency:
37.6% Cash:
29.9% Corporate - Investment Grade:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $670,937,607 | 21.7% |
| U.S. Government/Agency | $1,162,546,269 | 37.6% |
| Cash | $924,471,634 | 29.9% |
| Corporate - Investment Grade | $333,922,865 | 10.8% |
| Total | $3,091,878,375 | 100.0% |