Andersen Wealth Management
Andersen Wealth Management (CRD# 146154) is a financial advisory firm headquartered in Easton, MD. They manage $63,891,942 in 1,316 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management64MILLION
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Total Number of Accounts1,316ACCOUNTS
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Average Account Value$48,550
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DE, FL, MD, NC, TX, VA
Michael Andersen (CRD# 4633775) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has over 21 years of experience in the finance industry.
Adam Lybarger (CRD# 6047385) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has over 11 years of experience in the finance industry.
Joseph Lorenzo (CRD# 7531758) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has 1 year of experience in the finance industry.