ANDERSEN WEALTH MANAGEMENT

ANDERSEN WEALTH MANAGEMENT of EASTON, MD is an SEC-registered investment adviser (CRD 146154). Regulatory assets under management: $95.3M.

Registration

• CRD: 146154
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146154 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search