Andersen Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

6 W Dover St, Easton, Maryland, 21601, U...

Phone Number

(410) 690-4894

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Andersen Wealth Management

Andersen Wealth Management is a certified financial advisory firm based in Easton, Maryland, specializing in retirement income strategies and wealth management services. Their team of professionals is dedicated to helping clients protect, preserve, and grow their assets throughout retirement. They offer a range of resources, including seminars, webinars, and personalized financial planning tools, aimed at guiding clients towards achieving their financial aspirations. The firm caters to individuals preparing for retirement or those already enjoying it, ensuring they have a clear strategy for their financial future.Explore more
Andersen Wealth Management's Social MediaPopular SearchesAndersen Wealth ManagementAnderson Wealth Management LLCWealth Management AndersenAndersenWealthAnderson Investments CorpSIC Code 62,628NAICS Code 52,523Show more

Andersen Wealth Management Org Chart

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Brianna Paugh, Chief Operating Officer at Andersen Wealth Management
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Chief Operating Officer

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Manager, Office & Events

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Andersen Wealth Managemen...

<$5M
1-10
Private
-
2008
Brianna Paugh, Chief Operating Officer at Andersen Wealth Management
Brianna PaughChief Operating Officer
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
1922
SC
Shane ColeDirector, Operations
<$5M
1-10
Private
-
2013
JL
James LimManaging Director
<$5M
1-10
Private
-
2010
DC
David CunninghamPresident & CEO
<$5M
1-10
Private
<$5M
2010
<$5M
1-10
Private
<$5M
2015
BE
Bailey EnsignVice President, Business Development
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Andersen Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Andersen Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Andersen Wealth Management.

Andersen Wealth Management Tech Stack

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Frequently Asked Questions Regarding Andersen Wealth Management

What is Andersen Wealth Management's official website?
Andersen Wealth Management's official website is www.andersenwm.com
What is Andersen Wealth Management's Revenue?
Andersen Wealth Management's revenue is <$5 Million
What is Andersen Wealth Management's SIC code?
Andersen Wealth Management's SIC: 62,628
What is Andersen Wealth Management's NAICS code?
Andersen Wealth Management's NAICS: 52,523
How many employees does Andersen Wealth Management have?
Andersen Wealth Management has 1-10 employees
What industry does Andersen Wealth Management belong to?
Andersen Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Andersen Wealth Management competition?
Andersen Wealth Management top competitors include: Compass Retirement Solutions, Ensign Wealth Management, Infinity Advisory Group, Mobile Bay Financial Solutions
What technology does Andersen Wealth Management use?
Some of the popular technologies that Andersen Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Andersen Wealth Management?
Andersen Wealth Management contact info: Phone number: (410) 690-4894 Website: www.andersenwm.com
What does Andersen Wealth Management do?

Andersen Wealth Management is a certified financial advisory firm based in Easton, Maryland, specializing in retirement income strategies and wealth management services. Their team of professionals is dedicated to helping clients protect, preserve, and grow their assets throughout retirement. They offer a range of resources, including seminars, web... inars, and personalized financial planning tools, aimed at guiding clients towards achieving their financial aspirations. The firm caters to individuals preparing for retirement or those already enjoying it, ensuring they have a clear strategy for their financial future.Read More

What are Andersen Wealth Management social media links?
Andersen Wealth Management Linkedin page Andersen Wealth Management Facebook page
Is Andersen Wealth Management a public company?
Andersen Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Andersen Wealth Management

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