$19.5M Total AUM
$15.1M Disc. AUM
-- 3Y CAGR
4 Employees
87 ADV. Clients
15 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2010
- Office Locations
- 1
Office Locations
1549 Boettler Road Suite C Uniontown OH
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.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$223.6K AVG AUM / CLIENT
15.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Investment Themes
Value
Services
Legacy oak Crest North beacon Pioneer Foundation
Owner & Executives
M
MICHAEL D ANDREWS
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #4210343
- Ownership
- 75% or more
(654) 821-2084
radial.meridian@legacycapital.com
in linkedin.com/in/capital-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,106,462 | -- |
| Non-Discretionary | $4,347,405 | -- |
| Total | $19,453,867 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,453,867
Equity - Exchange:
30.5% Corporate - Investment Grade:
51.7% Cash:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,265,952,773 | 30.5% |
| Corporate - Investment Grade | $3,840,975,685 | 51.7% |
| Cash | $1,322,424,897 | 17.8% |
| Total | $7,429,353,355 | 100.0% |