ANDREWS WEALTH MANAGEMENT, LLC

Overview

Andrews Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs both discretionary and non-discretionary mandates and charges clients via a percentage-of-assets model alongside fixed fees. Its investment emphasis is on liquid, exchange-traded exposures—both individual equities and ETFs—rather than private or illiquid allocations. The firm lists an accountant among its industry affiliations, indicating a structured back-office or tax coordination relationship for client reporting and planning. Andrews Wealth Management does not position itself as an ESG- or pension-focused consultant and is not identified as a multi-state or capital-allocating adviser. Its client mix includes high-net-worth individuals and small institutional relationships, and the practice blends financial planning with ongoing portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices