Andrew W. a. Musbach
Investment adviser representative at Md Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$109.9MFirm 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
13 years in the industry.
- Md Wealth Management, LLCAug 2018 to now
- Huber Financial Advisors, LLCNov 2016 to Jul 2018
- Balasa Dinverno Foltz LLCJul 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Md Wealth Management, LLC
$109.9MAssets managed
78Clients
2Advisers
Under 1 yearIn 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
- 6378110
- Firm CRD
- 297823