ANCHORED WEALTH

ANCHORED WEALTH of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 331693). Regulatory assets under management: $9.8M.

Registration

• CRD: 331693
• Type: Registered investment adviser
• Location: 1725 HUGHES LANDING BLVD., THE WOODLANDS, TX, 77380
• Phone: 832-980-5535
• Latest filing: 2026-04-24
• Regulatory AUM: $9.8M
• Discretionary AUM: $9.8M
• Clients: 2
• Accounts: 53

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search