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ANDERSON FINANCIAL PARTNERS, INC.

PONTE VEDRA, FL · CRD 126641 · IAPD ↗ · andersonfinancialpartners.com · 9042808995

$1.52BRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — ANDERSON FINANCIAL PARTNERS, INC. reported RAUM up 29% ($1.18B -> $1.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.