ANWEILER FINANCIAL MANAGEMENT, LLC

Overview

Anweiler Financial Management, LLC is an independent, individual-owned registered investment adviser that works mainly with individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses, and its founder-level background in accounting suggests investment decisions are frequently coordinated with tax planning and reporting considerations. The practice charges a mix of asset-based fees, hourly fees and fixed fees, and operates primarily as a non-discretionary adviser — clients retain trading authority while the firm provides advice, model design and ongoing guidance. Investment activity is centered on publicly traded equities and exchange-traded products, with a clear preference for equity exposure reflected in the firm’s reported asset mix. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices