Insights

Niche Market Focus Andersen Wealth Management specializes in comprehensive financial planning and risk mitigation for high-net-worth individuals, presenting opportunities to offer tailored financial products such as estate planning, tax optimization, and personalized investment solutions.

Tech Stack Utilization The firm employs a variety of digital tools including caching, security, and website optimization technologies, indicating openness to advanced financial tech solutions and digital marketing enhancements that can streamline client engagement and operational efficiency.

Growth Potential With revenue estimated between 10M and 25M and a small team of 2-10 employees, Andersen presents a prime target for expanding financial advisory services, technology integrations, or strategic partnerships to support scaling operations.

Competitive Landscape Similar firms like Brown Wealth Management and Legacy Wealth Management show a market presence with comparable revenue levels, offering opportunities to differentiate through specialized services or innovative client engagement strategies.

Client-Centric Approach Their focus on providing ongoing advocacy and personalized financial guidance suggests a strategic opportunity for firms offering advanced client relationship management tools, financial planning software, or educational resources to enhance their advisory capabilities.

Andersen Wealth Management Tech Stack

Andersen Wealth Management uses 8 technology products and services including WP Rocket, W3 Total Cache, Sentry, and more. Explore Andersen Wealth Management's tech stack below.

  • WP Rocket
    Caching
  • W3 Total Cache
    Caching
  • Sentry
    Issue Trackers
  • jQuery Migrate
    Javascript Libraries
  • X-XSS-Protection
    Security
  • ZURB Foundation
    UI Frameworks
  • The Events Calendar
    Web Platform Extensions
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

Andersen Wealth Management's Email Address Formats

Andersen Wealth Management uses at least 1 format(s):
Andersen Wealth Management Email FormatsExamplePercentage
FLast@andersenwm.comJDoe@andersenwm.com
50%
FLast@andersenwm.comJDoe@andersenwm.com
50%

Frequently Asked Questions

What is Andersen Wealth Management's phone number?

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You can contact Andersen Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Andersen Wealth Management's official website and social media links?

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Andersen Wealth Management's official website is andersenwm.com and has social profiles on LinkedIn.

What is Andersen Wealth Management's SIC code NAICS code?

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Andersen Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Andersen Wealth Management have currently?

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As of December 2025, Andersen Wealth Management has approximately 9 employees across 1 continents, including North America. Key team members include Chief Operating Officer: B. P.Owner: M. A.Owner: N. M.. Explore Andersen Wealth Management's employee directory with LeadIQ.

What industry does Andersen Wealth Management belong to?

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Andersen Wealth Management operates in the Financial Services industry.

What technology does Andersen Wealth Management use?

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Andersen Wealth Management's tech stack includes WP RocketW3 Total CacheSentryjQuery MigrateX-XSS-ProtectionZURB FoundationThe Events CalendarjQuery Waypoints.

What is Andersen Wealth Management's email format?

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Andersen Wealth Management's email format typically follows the pattern of FLast@andersenwm.com. Find more Andersen Wealth Management email formats with LeadIQ.

When was Andersen Wealth Management founded?

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Andersen Wealth Management was founded in 2008.

Andersen Wealth Management

Financial ServicesMaryland, United States2-10 Employees

At Andersen Wealth Management, we believe one can only have true financial peace of mind when one knows without a doubt they have a comprehensive financial strategy designed to provide for them during the good times and be defensive during the bad. We also understand people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.

As Investment Adviser Representatives, we work to help our clients avoid taking on unnecessary financial risks. Instead, we help our clients understand what their wealth represents to them — freedom, choices, stability and a comfortable lifestyle — and how they can make the choices that are best for themselves and their loved ones.
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Andersen Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Andersen Wealth Management unless a client service agreement is in place.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Andersen Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Andersen Wealth Management's revenue is estimated to be in the range of $10M$25M

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