Thomas Andersen Iii
Professional Summary
Thomas Andersen III, who also goes by Thomas Andersen, Tom Andersen, Tommy Andersen, is a registered financial advisor currently at EVOLUTION WEALTH MANAGEMENT INC. located in Naples, Florida. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Thomas has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas Andersen, Tom Andersen, Tommy Andersen
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
ANDERSEN WEALTH, LLC | EVOLUTION WEALTH MANAGEMENT INC.
Contact Information
Main Address
12487 Brantley Commons Court, Fort Myers, FL 33907Phone Number
(239) 771-8696# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
721AUM (Assets Under Management)
$171,743,835Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ANDERSEN WEALTH, LLC | EVOLUTION WEALTH MANAGEMENT INC.
State Registrations and Notice Filings
(9/26/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Andersen III's CRS (Customer Relationship Summary).
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