ANCHOR WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$98.4M
Discretionary
$98.4M
100% of AUM
Avg account
$604K
Accounts
163
Employees
1
Advisory reps
3

Firm details

Headquarters
IRVINE, California
CRD number
287635
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.9%
  • Individuals17.1%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Anchor Wealth Management, LLC is a privately owned advisory firm operating as a limited liability company that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Anchor does not market itself as an ESG investor, is not a multi-state adviser, and does not appear to act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 8%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • Joe Chen

    MemberCRD 6757272

  • TIM CHEN

    Wealth Manager, Investment AdvisorCRD 4719484

  • CONNIE CHANG

    MemberCRD 6757271

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
9891 Irvine Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth