Wealth Manager
    SEC Registered
    Manages Private Funds

    Andina Advisors

    Registered investment advisor · Logan, Utah · CRD #151762

    Assets Under Management
    $1.3B
    Client Accounts
    4,262
    Employees
    31
    CRD Number
    151762
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Andina Advisors

    Andina Family Offices is a US-based investment advisory firm founded in 2013, offering wealth management, investment advisory, and financial planning services to high-net-worth clients. The firm focuses on comprehensive wealth planning and has 11-50 employees. It operates within the financial services industry.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Andina Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Andina Advisors's AUM?

    Andina Advisors reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Andina Advisors headquartered?

    Andina Advisors is headquartered in Logan, Utah.

    What is Andina Advisors's CRD number?

    Andina Advisors's CRD number is 151762. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Andina Advisors manage?

    Andina Advisors manages approximately 4,262 client accounts according to its latest SEC filing.

    Is Andina Advisors SEC registered?

    Yes, Andina Advisors is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Andina Advisors at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial