ANCHOR BAY PRIVATE WEALTH LLC

ANCHOR BAY PRIVATE WEALTH LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 327418). Regulatory assets under management: $51.7M.

Registration

• CRD: 327418
• SEC file number: 801-128521
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327418 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search