Andrews Wealth Management, LLC

RIASEC Registered
Total AUM
$16.6M
Discretionary
$16.6M
100% of AUM
Avg account
$208K
Accounts
80
Employees
2
Advisory reps
1

Firm details

Headquarters
Uniontown, Ohio
CRD number
154911
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals65.14%
  • HNWI29.23%
  • Corporations / Businesses5.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Andrews Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships and provides fee arrangements that include a percentage of assets under management and fixed fees. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and is not reported as a multi-state adviser. An accounting affiliation is noted among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%92%
  • Exchange Traded Equities92%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Michael Andrews

    Michael Andrews

    PresidentCRD 4210343

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Uniontown, OH

Summit

Location

Uniontown, OH

Headquartered in Uniontown, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
1549 Boettler Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth