← Back to searchVisit website
BLUE ANCHOR WEALTH ADVISORS, LLC
CRD 307522
4079 TONGASS AVE. SUITE 204, KETCHIKAN, AK, 99901, United States
Phone
(907) 225-6110
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$136.2M
Discretionary AUM
$132.5M
Team
6 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $58.9M |
| High net worth individuals | 39 | $75.2M |
All web addresses on file
Official SEC filing: View on IAPD