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Anderson Wealth Management
ANDERSON WEALTH MANAGEMENT, INC. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee...
Overview
ANDERSON WEALTH MANAGEMENT, INC. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Frequently asked questions
Does Anderson Wealth Management make direct investments or only manage assets?
Based on public filings, the firm primarily manages assets through traditional securities—equities, fixed income, and mutual funds—rather than direct private-company investments or venture capital. It is not known to operate a direct deal team.
Who is the founder or CEO of Anderson Wealth Management?
Public records do not list named principals for Anderson Wealth Management. The firm maintains a low public profile, and no founder or CEO is identified in SEC filings or state business registries reviewed.
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