# ANCHOR WEALTH MANAGEMENT

ANCHOR WEALTH MANAGEMENT of DIAMOND BAR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135666
- Type: SEC-registered investment adviser
- SEC file number: 801-64669
- Location: 21073 PATHFINDER ROAD, SUITE 101, DIAMOND BAR, CA, 91765
- Phone: 909-595-8688
- Latest filing: 2009-07-29
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 45

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| LIN WU | CHIEF COMPLIANCE OFFICER | RESEARCH TRIANGLE PARK, NC |
| LEE JACK C | PRESIDENT/CCO; PRESIDENT/CHIEF PORTFOLIO MANAGER; SHAREHOLDER | — |
| LI SU LING | MEMBER | — |
| LEE LI-YING | MEMBER | — |
| LI ALAN OZZY | RESEARCH ANALYST/CCO; RESEARCH ANALYST/CHIEF COMPLIANCE OFFICER | — |
| ZHAO QUANFU | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135666/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135666/similar
- Related entities: https://search.stillhousedata.com/firm/135666/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135666

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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.