Anchor Bay Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 23, 2026, reports $52M in regulatory assets under management, 7 employees, 1 office, and 59 accounts.
Assets Under Management
$52M
Employees
7
Offices
1 office
Total Clients
59
Primary office
CARLSBAD, CA
5780 FLEET STREET, SUITE 308, CARLSBAD, CA, United States
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
40
2
HNWI
32.2%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52Mas of March 23, 2026
Discretionary100.0%
$52M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$52M
Total Accounts59
10Y AUM Change+$52M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee8:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.