Aaron Robert Anderson
Investment adviser representative at Fit Wealth Management
11 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$147.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fit Wealth ManagementSep 2019 to now
- Fit Asset ManagementSep 2018 to now
- Private Capital Management LLCJul 2015 to Sep 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CO, MA, TX).
Fit Wealth Management
Legal name: Fit Asset Management, LLC
$147.4MAssets managed
214Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5134032
- Firm CRD
- 281494