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ANCHOR BAY PRIVATE WEALTH LLC
CRD 327418 · SEC 801-128521
5780 FLEET STREET, SUITE 308, CARLSBAD, CA, 92008, United States
Phone
760-602-3470
Fax
(760) 602-7811
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$51.7M
Discretionary AUM
$51.7M
Team
7 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $14.5M |
| High net worth individuals | 19 | $37.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD