ANCHOR BAY PRIVATE WEALTH LLC

Overview

Anchor Bay Private Wealth LLC is a small, fee-based registered investment adviser formed as an LLC and SEC-registered in 2023. The firm focuses on individual and family clients and runs its advisory practice primarily on a percentage-of-AUM fee model. Its stated advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Anchor Bay does not present itself as an ESG-focused allocator and reports affiliations with a broker-dealer and at least one related adviser, suggesting coordination between advisory and brokerage channels in how client assets are serviced. Investment preferences skew toward equities: the firm lists exchange-traded equities as its most used asset type and shows a preference for equity-centered portfolios. With a small client base, Anchor Bay appears positioned to deliver customized, discretionary strategies rather than high-volume advisory models.

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