ANCHOR WEALTH MANAGEMENT GROUP LLC

Overview

Anchor Wealth Management Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and serves institutional clients as part of its client mix. Its advisory fees combine a percentage-of-AUM model with fixed and hourly options, which supports both ongoing asset management relationships and project-based planning work. Investment activity centers on managed public funds as the primary tool for client portfolios, supplemented by allocations to third-party alternative managers for real estate exposure. Anchor Wealth does not identify as an active ESG investor and is not positioned as a capital allocator — it sources external managers rather than running proprietary private funds. The firm’s practice model is consultative: building discretionary portfolios for clients while retaining the ability to provide non-discretionary planning and fee-based engagements.

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Public Holdings

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Location & Offices