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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Anchor Bay Private Wealth LLC
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|---|---|
| CRD # | 327418 |
| SEC # | 801-128521 |
| CIK # | |
| AUM | $27.9 M (2025-03-21) |
| Employees | 6 (83% Investors, 67% Brokers) |
| Phone | 760-602-3470 |
| Address | 5780 Fleet Street Carlsbad, CA 92008 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 10.5 |
| (b) Individuals (high net worth individuals) | 10 | 17.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 27.9 |
| By Discretionary | ||
| Discretionary | 50 | 27.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 27.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.9 | |
| Total | 50 | 27.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empower Private Wealth
✚
|
NY | 0.0 |
|
DARK Horse Wealth LLC
✚
|
NY | 0.0 |
|
SLP Wealth LLC
✚
|
NC | 0.0 |
|
DDO Advisory Services LLC
✚
|
NY | 0.0 |
|
Blue Bear Financial LLC
✚
|
0.0 | |
|
Old Field Advisors LLC
✚
|
0.0 | |
|
Goldstone Portfolios Incorporated
✚
|
0.0 | |
|
Ap-Financial LLC
✚
|
CA | 0.0 |
|
Kronos Wealth Management LLC
✚
|
0.0 | |
|
Eastside Financial Advisors LLC
✚
|
0.0 |