# ANDERSEN WEALTH MANAGEMENT

ANDERSEN WEALTH MANAGEMENT of EASTON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 146154
- Type: SEC-registered investment adviser
- Location: 6 WEST DOVER STREET, EASTON, MD, 21601
- Phone: 410-690-4894
- Latest filing: 2026-03-31
- Regulatory AUM: $95.3M
- Discretionary AUM: $95.3M
- Clients: 12
- Accounts: 1,413

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146154/similar
- Related entities: https://search.stillhousedata.com/firm/146154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146154

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.