WEST PALM BEACH, FLCRD 329286Latest ADV March 5, 2026
Anchor Wealth Management Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated March 5, 2026, reports $233M in regulatory assets under management, 1 employee, and 630 accounts.
Assets Under Management
$233M
Employees
1
Offices
--
Total Clients
209
Primary office
WEST PALM BEACH, FL
120 S. OLIVE AVE, SUITE 400, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.0% of total clients.
Top client categories% of clientsClients
1
Individuals
55.0%
115
2
HNWI
44.5%
93
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 5, 2026
Discretionary100.0%
$233M
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$233M
Total Accounts630
10Y AUM Change+$233M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee209:1
10Y Employee Change0 (0.0%)
* 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.