ANDERSEN WEALTH MANAGEMENT

Overview

Andersen Wealth Management is a privately owned LLC that serves individual and family clients and small businesses. The firm combines portfolio management with insurance brokerage and educational programming, positioning itself as both an investment manager and a source of financial planning and insurance solutions. Its ADV disclosure shows a clear equity bias: the firm runs discretionary portfolios with a large allocation to exchange-traded equities, supplemented by mutual funds and annuity products where appropriate. Andersen acts as a capital allocator as well as a direct portfolio manager — it selects third‑party managers for alternative exposures and implements curated model sleeves for clients. The firm offers fee arrangements that include a percentage-of-AUM component and fixed fees, and it provides advisory services that include portfolio management, selection of other advisers, and seminars or workshops for clients. Andersen Wealth Management was named a Top RIA Firm to Watch by Investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices