Andrews Wealth Management, LLC
Firm details
- Headquarters
- Uniontown, Ohio
- CRD number
- 154911
- Website
- www.andrewsadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Michael Andrews
PresidentCRD 4210343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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