# ANCHOR WEALTH MANAGEMENT, LLC

ANCHOR WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287635
- Type: SEC-registered investment adviser
- SEC file number: 801-110182
- Location: 9891 IRVINE CENTER DRIVE, IRVINE, CA, 92618-4319
- Phone: 949-988-7382
- Latest filing: 2026-02-25
- Regulatory AUM: $98.4M
- Discretionary AUM: $98.4M
- Clients: 1
- Accounts: 163

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| CHANG CECILIA FANG | MEMBER | — |
| CHEN TIM CHIUNG | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Connie Chang | MEMBER | — |
| Chen Joe Yu Tser | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287635/similar
- Related entities: https://search.stillhousedata.com/firm/287635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287635

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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.