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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Anchor Pointe Wealth Management LLC
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|---|---|
| CRD # | 226643 |
| SEC # | 801-127972 |
| CIK # | 0002033218 |
| AUM | $140.2 M (2025-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 573-334-0034 |
| Address | 1427 Thomas Drive Cape Girardeau, MO 63701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 3.5 | ||
| Apple Inc | 3.3 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| Alphabet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 37.9 |
| (b) Individuals (high net worth individuals) | 45 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 140.2 |
| By Discretionary | ||
| Discretionary | 506 | 139.6 |
| Non-Discretionary | 6 | 0.6 |
| Total | 512 | 140.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.2 | |
| Total | 512 | 140.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033218] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pendleton Financial LLC
✚
|
NC | 0.1 |
|
Stewardship Capital Ltd
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|
MO | 0.1 |
|
MZ Capital Management LLC
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0.1 | |
|
Econologics Financial Advisors LLC
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|
FL | 0.1 |
|
Blue Water Capital Management LLC
✚
|
NC | 0.1 |
|
Strategic Wealth Advisors Group Inc
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|
MI | 0.1 |
|
Fiduciary Wealth Group LLC
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|
OH | 0.1 |
|
Onesource Advisors LLC
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|
CA | 0.1 |
|
Collective Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Midwestern Financial LLC
✚
|
IA | 0.1 |