# ANCORA PRIVATE WEALTH ADVISORS, LLC

ANCORA PRIVATE WEALTH ADVISORS, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 124845
- Type: SEC-registered investment adviser
- SEC file number: 801-61942
- Location: 6060 PARKLAND BOULEVARD, SUITE 200, CLEVELAND, OH, 44124
- Phone: 216-825-4000
- Latest filing: 2026-04-01
- Regulatory AUM: $3.9B
- Discretionary AUM: $3.8B
- Non-discretionary AUM: $122.9M
- Clients: 53
- Accounts: 4,509

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Frederick David Disanto | CHAIRMAN & CHIEF EXECUTIVE OFFICER | — |
| John Pewters Micklitsch | CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| Jason P Geers | CHIEF COMPLIANCE OFFICER | — |
| John Gregory Bartels | PRESIDENT | — |
| ZUCKER BRADLEY ALAN | CHIEF FINANCIAL OFFICER | — |
| RENNER RICHARD BECK | MEMBER/MEMBER; MEMBER/PRINCIPAL; PRESIDENT | — |
| RENNER ROBERT REEVE | CHIEF COMPLIANCE OFFICER | — |
| DISANTO FRED DAVID | CHAIRMAN & CHIEF EXECUTIVE OFFICER | — |
| MICKLITSCH JOHN PEWTERS | CHIEF INVESTMENT OFFICER | — |
| BARTELS JOHN GREGORY | MEMBER/PRINCIPAL; OWNER; PRESIDENT | — |
| SPIDALIERI JOSEPH MICHAEL | CHIEF OPERATING OFFICER | — |
| ESSNER HOWARD SCOTT | COO; GENERAL COUNSEL; MANAGING DIRECTOR, GENERAL COUNSEL | — |
| VAN FOSSEN JEFFREY CHARLES | CO-CIO | — |
| SANTELLI MICHAEL ENRICO | CO-CIO | — |
| GARRETT ELIZABETH JEAN | CHIEF FINANCIAL OFFICER | — |
| GEERS JASON P | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| OEDER KIM LEMAR | CHIEF COMPLIANCE OFFICER | — |
| Matthew Martin D'Anniballe | CHIEF FINANCIAL OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124845/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124845/similar
- Related entities: https://search.stillhousedata.com/firm/124845/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124845

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.