Insights

Market Positioning Andersen Wealth Management operates within a competitive segment of mid-sized financial advisory firms, with revenue estimates between 10 and 25 million dollars. Their similar companies include those with larger teams and revenue figures, indicating potential growth opportunities through strategic partnerships or client acquisition services.

Technology Usage The company's tech stack includes advanced website performance and security tools such as WP Rocket, W3 Total Cache, and Sentry, demonstrating a focus on digital reliability and user experience. This presents opportunities for offering cybersecurity, advanced analytics, or marketing optimization solutions.

Client-Centric Approach Andersen positions itself as an advocate guiding clients through financial uncertainties, emphasizing personalized, comprehensive strategies. This client-first approach creates opportunities to introduce innovative financial planning tools, AI-driven advisory solutions, or client engagement platforms.

Growth and Expansion While the firm is small with just 2-10 employees, its comparable firms include organizations with larger teams, hinting at potential for scaling operations. Business development efforts could target growth support, recruitment, or operational efficiency solutions to facilitate expansion.

Market Trends The company appears to serve individuals seeking stability and long-term wealth management, aligning with broader market trends favoring personalized, risk-averse financial planning. Offering products or services that enhance risk management, estate planning, or sustainable investing could resonate well with their client base.

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

Where is Andersen Wealth Management's headquarters located?

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Andersen Wealth Management's main headquarters is located at 6 West Dover St, Easton, MD 21601, US. The company has employees across 1 continents, including North America.

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 October 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 ServicesUnited 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

Headquarters
6 West Dover St, Easton, MD 21601, US
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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