|
⚲
|
| Keyboard |
| Anchor Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 329286 |
| SEC # | 801-129794 |
| CIK # | |
| AUM | 233.0 M (2026-03-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 561-228-8688 |
| Address | 120 S Olive Ave, West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 47.2 |
| (b) Individuals (high net worth individuals) | 93 | 183.5 |
| (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 | 1 | 2.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 630 | 233.0 |
| By Discretionary | ||
| Discretionary | 630 | 233.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 233.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.0 | |
| Total | 630 | 233.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Management Advisor Group LLC
✚
|
CA | 234.1 M |
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 234.0 M |
|
Atlas Wealth Partners LLC
✚
|
PA | 233.8 M |
|
Holos Integrated Wealth LLC
✚
|
PA | 233.1 M |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 233.1 M |
|
D C Voss & Company LLC
✚
|
232.9 M | |
|
Guidedmoney LLC
✚
|
232.6 M | |
|
Trimarc Wealth Management LLC
✚
|
232.3 M | |
|
Shelter Rock Management LLC
✚
|
NY | 232.0 M |
|
Conway Capital Management Inc
✚
|
CA | 231.9 M |