{
  "crd_number": 146154,
  "slug": "andersen-wealth-management-easton-md-146154",
  "primary_business_name": "ANDERSEN WEALTH MANAGEMENT",
  "legal_name": "MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR L.L.C.",
  "dbas": [],
  "city": "Easton",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "20660",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-03-05",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 95315706.0,
  "raum_discretionary": 95315706.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 12,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 95315706.0,
      "count": 691
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "DE",
    "FL",
    "MD",
    "NC",
    "VA"
  ],
  "websites": [
    "https://andersenwm.com",
    "https://facebook.com/ANDERSENWEALTH",
    "https://linkedin.com/company/andersen-wealth-management",
    "https://linkedin.com/in/michaelandersenadvisor",
    "https://twitter.com/AndersenWealth",
    "https://youtube.com/@andersenwealthmanagement8372"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146154",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "EASTON",
  "url": "https://advisorcensus.com/firm/andersen-wealth-management-easton-md-146154",
  "display_name": "Andersen Wealth Management",
  "summary": "Andersen Wealth Management is a state-registered investment advisory firm in Easton, MD, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Andersen Wealth Management (CRD 146154): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Andersen Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Andersen Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Andersen Wealth Management located?",
      "a": "Andersen Wealth Management's principal office is in Easton, MD, according to its Form ADV."
    },
    {
      "q": "Is Andersen Wealth Management registered with the SEC or a state?",
      "a": "Andersen Wealth Management is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146154."
    },
    {
      "q": "How much does Andersen Wealth Management manage?",
      "a": "Andersen Wealth Management reports $95,315,706 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Andersen Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (691)."
    },
    {
      "q": "Does Andersen Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146154"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/andersen-wealth-management-easton-md-146154.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 691,
      "fewer_than_5": false,
      "raum": 95315706.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146154",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}