# Anderson Wealth Management

Anderson Wealth Management is a Multi Family Office based in Birmingham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** andersonwealthmanagement.com

## Regulatory record

- **CRD number:** 151241
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151241

## About

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.

## 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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Last updated: 2026-07-06T01:24:11.342Z

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