# ANCHOR & OAK WEALTH ADVISORS, LLC

ANCHOR & OAK WEALTH ADVISORS, LLC of MARCO ISLAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 342544
- Type: SEC-registered investment adviser
- SEC file number: 801-136471
- Location: 221 SOUTH COLLIER BLVD., SUITE 202, MARCO ISLAND, FL, 34145
- Phone: 516-662-2546
- Latest filing: 2026-07-22
- Clients: 4

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Richard Frey | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; OWNER | — |
| Mark Paul Collinsworth | PORTFOLIO MANAGER/INVESTMENT ADVISER REPRESENTATIVE | — |
| Joshua James Joiner | MANAGING PARTNER/INVESTMENT ADVISER REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/342544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/342544/similar
- Related entities: https://search.stillhousedata.com/firm/342544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/342544

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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.