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ANCHORED WEALTH
ANCHORED WEALTH MANAGEMENT LLC
CRD 331693
1725 HUGHES LANDING BLVD., 11TH FLOOR, THE WOODLANDS, TX, 77380, United States
Phone
832-980-5535
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.8M
Discretionary AUM
$9.8M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $1.0M |
| High net worth individuals | 14 | $8.7M |
All web addresses on file
Official SEC filing: View on IAPD