AdFi
A

Andersen

SEC Registered
Mclean, VA571-382-0020
Assets Under Management
$5B–$25B
Office Locations
6 offices
Total Accounts
579

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Leadership

Mark Lawrence Vorsatz
CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR
Wtas Holdings Llc
HOLDING COMPANY
Md Management Llc
MANAGING MEMBER
Md Investment Llc
HOLDING COMPANY/MEMBER
Daniel Gerald Depaoli
MANAGING DIRECTOR/BOARD MEMBER
Joseph Karczewski
MANAGING DIRECTOR/BOARD MEMBER
Susan Kay Swartz
MANAGING DIRECTOR/BOARD MEMBER
Sid Luckenbach
MANAGING DIRECTOR/BOARD MEMBER
Gerald Douglas Des Roches
MANAGING DIRECTOR/BOARD MEMBER

Office locations

6 offices in 6 states
VA
McleanHQ
NY
New York
FL
West Palm Beach
TX
Houston
MA
Boston
IA
Des Moines

Advisors at this firm

22 advisors in the directory

Brian Steven Ullsperger
Investment Adviser Representative
Investment Adviser Representative
Daniel Michael Goldstein
Investment Adviser Representative
Investment Adviser Representative
Charles Howard Fisher Jr.
Investment Adviser Representative
Investment Adviser Representative
Adam Scott Levy
Investment Adviser Representative
Investment Adviser Representative
Andrew Kyriacou
Investment Adviser Representative
Investment Adviser Representative
Matthew Allan Juffer
Investment Adviser Representative
Investment Adviser Representative
Keegan Fay Stroup
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Michael Bratz
Investment Adviser Representative
Investment Adviser Representative
Christine Frances Brill
Investment Adviser Representative
Investment Adviser Representative
Vladimir Guerrier
Investment Adviser Representative
Investment Adviser Representative
Christina Marie Bokor
Investment Adviser Representative
Investment Adviser Representative
Eric Michael Sanders
Investment Adviser Representative
Investment Adviser Representative
Mary Kurry McCormick
Investment Adviser Representative
Investment Adviser Representative
Kevin Reid Draudt
Investment Adviser Representative
Investment Adviser Representative
Shaun Paul Hamilton
Investment Adviser Representative
Investment Adviser Representative
Christian Corey Martin
Investment Adviser Representative
Investment Adviser Representative
Daniel Holly
Investment Adviser Representative
Investment Adviser Representative
Anthony Rieck
Investment Adviser Representative
Investment Adviser Representative
David Francis
Investment Adviser Representative
Investment Adviser Representative
Mollie Caputo
Investment Adviser Representative
Investment Adviser Representative
Thomas Galgano
Investment Adviser Representative
Investment Adviser Representative
Leigha Pope
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#124205
SEC Number
801-61693
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Asset tierAnnual rate
First $10 million1.00%
Next $10 million0.75%
Next $15 million0.50%
Next $15 million0.35%
Amount over $50 million—

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andersen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andersen in Mclean, VA - Fees, Services & Advisors