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Anderson Wealth Management
ANDERSON WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and...
Anderson Wealth Management
ANDERSON WEALTH MANAGEMENT, INC. is an SEC-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
Is Anderson Wealth Management structured as a single-family office?
No. Public filings identify Anderson Wealth Management as a registered investment advisor (RIA), not a single-family office. Its multi-client model makes it a multi-family office or wealth management firm serving multiple households.
What services does Anderson Wealth Management typically offer?
The firm's SEC Form ADV indicates it provides financial planning, portfolio management (both discretionary and nondiscretionary), pension consulting, and selection of other advisors. Services appear tailored to high-net-worth individuals and families.
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.
What is Anderson Wealth Management's geographic reach?
The firm lists its principal place of business in Birmingham, Alabama, and its client base appears concentrated in the Southeastern United States. No additional office locations are disclosed in public records.
How does Anderson Wealth Management source its clients?
No specific client acquisition strategy is disclosed. As a registered investment advisor, the firm likely relies on referrals from existing clients, attorneys, accountants, and local professional networks within the Birmingham region.
Is Anderson Wealth Management affiliated with any larger financial institution?
No public records indicate an affiliation with a larger bank, insurance company, or holding group. The firm appears independent and privately held.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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