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ANCHOR WEALTH MANAGEMENT GROUP LLC
CRD 329286 · SEC 801-129794
120 S. OLIVE AVE,, SUITE 400, WEST PALM BEACH, FL, 33401, United States
Phone
(561) 228-8688
Fax
(561) 228-8628
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.0M
Discretionary AUM
$233.0M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $47.2M |
| High net worth individuals | 93 | $183.5M |
| Charitable organizations | 1 | $2.3M |
States served
MD, TX, FL
All web addresses on file
Official SEC filing: View on IAPD