ANCHOR WEALTH MANAGEMENT GROUP LLC

ANCHOR WEALTH MANAGEMENT GROUP LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 329286). Regulatory assets under management: $233.0M.

Registration

• CRD: 329286
• SEC file number: 801-129794
• Type: Registered investment adviser
• Location: 120 S. OLIVE AVE,, SUITE 400, WEST PALM BEACH, FL, 33401
• Phone: (561) 228-8688
• Latest filing: 2026-03-05
• Regulatory AUM: $233.0M
• Discretionary AUM: $233.0M
• Clients: 1
• Accounts: 630

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search