# Andersen Wealth Management

> 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.

- CRD: 146154
- Filed as: ANDERSEN WEALTH MANAGEMENT
- Legal name: Michael Andersen Registered Investment Advisor L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Easton, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146154
- AdvisorCensus page: https://advisorcensus.com/firm/andersen-wealth-management-easton-md-146154

## Quick answers

**How is Andersen Wealth Management compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Andersen Wealth Management located?**
Andersen Wealth Management's principal office is in Easton, MD, according to its Form ADV.

**Is Andersen Wealth Management registered with the SEC or a state?**
Andersen Wealth Management is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146154.

**How much does Andersen Wealth Management manage?**
Andersen Wealth Management reports $95,315,706 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Andersen Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (691).

**Does Andersen Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $95,315,706
- Discretionary: $95,315,706
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 691 | $95,315,706 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, NC, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146154

### Websites listed on Form ADV (Item 1.I)
- andersenwm.com
- Facebook @ANDERSENWEALTH
- LinkedIn @andersen-wealth-management
- LinkedIn @michaelandersenadvisor
- X @AndersenWealth
- YouTube @andersenwealthmanagement8372

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andersen Wealth Management (CRD 146154): Form ADV filing data as of October 2026.