Anderson Wealth Management, Inc.

Overview

Anderson Wealth Management, Inc. is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients with a mix of financial planning and discretionary portfolio management for both personal and small-business or institutional accounts. Its compensation model is flexible — percentage of assets under management, hourly fees and fixed-fee arrangements are all used depending on client needs. Investment activity is concentrated and equity-focused. The firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and targeted allocations to real estate through third‑party managers. Anderson Wealth Management does not position itself as a capital allocator running private funds, and it is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices