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| Keyboard |
| Anchor Bay Private Wealth LLC
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|---|---|
| CRD # | 327418 |
| SEC # | 801-128521 |
| CIK # | |
| AUM | 51.7 M (2026-03-23) |
| Employees | 7 (86% Investors, 57% Brokers) |
| Fees | |
| Minimum | |
| 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 | 14.5 |
| (b) Individuals (high net worth individuals) | 19 | 37.2 |
| (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 | 59 | 51.7 |
| By Discretionary | ||
| Discretionary | 59 | 51.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 59 | 51.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 51.7 | |
| Total | 59 | 51.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sky Vision Wealth Management Corp
✚
|
CA | 52.8 M |
|
Royale Asset Management LLC
✚
|
52.7 M | |
|
Wealthpro LLC
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|
52.4 M | |
|
Family Dynasty Advisors LLC
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TX | 52.3 M |
|
Capital Management Advisors Inc
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GA | 52.0 M |
|
Ancora West Advisors LLC
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NV | 51.9 M |
|
Purevest LLC
✚
|
NY | 51.6 M |
|
BPBI LLC
✚
|
NY | 51.0 M |
|
Seaway Advisors Ltd
✚
|
NY | 50.8 M |
|
Carosa Stanton Asset Management LLC
✚
|
NY | 50.7 M |