# GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC

GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287722
- Type: SEC-registered investment adviser
- SEC file number: 801-110460
- Location: 700 YGNACIO VALLEY ROAD, WALNUT CREEK, CA, 94596
- Phone: 925-239-0116
- Latest filing: 2026-02-13
- Regulatory AUM: $57.5M
- Discretionary AUM: $57.5M
- Clients: 1
- Accounts: 165

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| GAVIDIA FRANK ANTONIO | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| NISSIM DAVID NOORIEL | MANAGING PARTNER | — |
| Martha Gavidia | MANAGING PARTNER; PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287722/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287722/similar
- Related entities: https://search.stillhousedata.com/firm/287722/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287722

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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.