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ANCHOR & OAK WEALTH ADVISORS, LLC
CRD 342544 · SEC 801-136471
221 SOUTH COLLIER BLVD, SUITE 202, MARCO ISLAND, FL, 34145, United States
Phone
516-662-2546
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
States served
FL
Official SEC filing: View on IAPD