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ANDREWS WEALTH MANAGEMENT, LLC
CRD 154911
1549 BOETTLER ROAD, SUITE C, UNIONTOWN, OH, 44685, United States
Phone
330-644-9000
Fax
330-644-9002
Registration
— (—)
Source
State registered
Total AUM
$19.5M
Discretionary AUM
$15.1M
Team
4 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $9.3M |
| High net worth individuals | 6 | $9.5M |
| Corporations/business entities | 3 | $687K |
All web addresses on file
Official SEC filing: View on IAPD