other names
  • ANDERSON GROWTH PARTNERS, LLC
  • ANDERSON WEALTH MANAGEMENT

Adviser Profile

As of Date 03/26/2026
ADV Location BIRMINGHAM, AL, United States
Adviser Type - Large advisory firm
Number of Employees 14 40%
of those in investment advisory functions 5 25%
Registration SEC, Approved, 01/27/2006
AUM* 1,009,025,725 20%
of that, discretionary 1,009,025,725 20%
Private Fund GAV* 1,018,627,895 4%
Avg Account Size 4,827,874 -59%
% High Net Worth 82.30% 95%
SMA’s No
Private Funds 47 2
Contact Info 205 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

794M 680M 567M 454M 340M 227M 113M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count14 GAV$205,589,617
Fund TypeLiquidity Fund Count1 GAV$63,424,427
Fund TypePrivate Equity Fund Count19 GAV$502,404,815
Fund TypeOther Private Fund Count13 GAV$247,209,036

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Brochure Summary