Blue Anchor Wealth Advisors, LLC

Overview

Blue Anchor Wealth Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm lists SEC registration in 2026 and serves primarily individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. Fee arrangements combine percentage-of-AUM billing with hourly charges. The firm reports it is not an active ESG investor, does not act as a capital allocator, and is not a pension consultant or related adviser. Blue Anchor discloses an affiliation with accounting professionals and indicates use of third‑party managers for alternative allocations rather than sponsoring its own funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices