ANCHOR WEALTH ADVISORS, LLC

ANCHOR WEALTH ADVISORS, LLC of COCKEYSVILLE, MD is an SEC-registered investment adviser (CRD 300980). Regulatory assets under management: $76.4M.

Registration

• CRD: 300980
• Type: Registered investment adviser
• Location: 232 COCKEYSVILLE ROAD, COCKEYSVILLE, MD, 21030
• Phone: 443-281-9630
• Latest filing: 2026-03-31
• Regulatory AUM: $76.4M
• Discretionary AUM: $76.4M
• Clients: 1
• Accounts: 283

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300980 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search