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Mark Vorsatz, portrait

Mark Vorsatz

Chief Executive Officer/Managing Director/Chairman of Board at Andersen Tax

Firm officerUpdated

Mark Vorsatz has been Chief Executive Officer/Managing Director/Chairman of Board of Andersen Tax LLC, a McLean, VA investment adviser managing $6.35B, since July 2002.

24
Years in role
$6.35B
Firm AUM
612
Firm clients
50
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Mark Vorsatz is a control person of Andersen Tax and directly owns under 5% of it. Mark Vorsatz holds an AB in Economics from Stanford University and a JD from the University of California, Hastings College of the Law.

Andersen Tax is an investment adviser based in McLean, VA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $6.35 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Mark Vorsatz is Global Chairman and CEO of Andersen, based in San Francisco, and a managing director in its Private Client Services practice. He co-founded the firm under the name WTAS in 2002 and spearheaded its adoption of the Andersen name in September 2014. Before joining Andersen, he was a Partner at Arthur Andersen from 1987 to 2002.

Key facts

CRD
4610346
Firm
Andersen Tax · CRD 124205
Role
Chief Executive Officer/Managing Director/Chairman of Board
In role since
July 2002 · 24 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
McLean, VA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
andersen.com

Common questions

Where does Mark Vorsatz work?

Mark Vorsatz has been Chief Executive Officer/Managing Director/Chairman of Board of Andersen Tax LLC since July 2002, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Mark Vorsatz’s record?

Mark Vorsatz’s role is listed on Andersen Tax LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124205.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Andersen Tax

Sources

  1. IAPD individual lookup, CRD 4610346, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Andersen Tax LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Andersen Tax team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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