# ANCHOR BAY PRIVATE WEALTH LLC

ANCHOR BAY PRIVATE WEALTH LLC of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 327418
- Type: SEC-registered investment adviser
- SEC file number: 801-128521
- Location: 5780 FLEET STREET, SUITE 308, CARLSBAD, CA, 92008
- Phone: 760-602-3470
- Latest filing: 2026-03-23
- Regulatory AUM: $51.7M
- Discretionary AUM: $51.7M
- Clients: 7
- Accounts: 59

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| ALLEN EDWARDS ROBERT | CEO | LOS ANGELES, CA |
| Matthew William Large | CCO | — |
| James Robert Allen | CEO | — |
| Tanner Manning Wrisley | CIO | — |
| LARGE MATTHEW WILLIAM | CCO | — |
| Wrisley Tanner Manning | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327418/similar
- Related entities: https://search.stillhousedata.com/firm/327418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327418

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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.