CRD: 154911
Andrews Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2010
- Office Locations
- 1
Office Locations
About Andrews Wealth Management, LLC
Andrews Wealth Management, LLC is a fee-only, fiduciary RIA in Uniontown/Green, Ohio providing unbiased advice, coordinated financial planning, tax-efficient portfolio management, and estate and tax planning/preparation. Portfolios are predominantly ETF-based, and the firm custodians with TradePMR.
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 2 advisory representatives and 87 clients, or 43.5 clients per representative. That equates to $191.3K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Services
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Owner & Executives
MICHAEL D ANDREWS
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #4210343
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,642,065 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,642,065 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Andrews Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.