Anchored Wealth

Overview

Anchored Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering fee arrangements that include a percentage-of-assets model and hourly billing. Core advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Anchored Wealth identifies as a capital allocator and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices