Anchor & Oak Wealth Advisors, LLC

Overview

Anchor & Oak Wealth Advisors, LLC is organized as a limited liability company and is a newly formed SEC-registered investment adviser (registration year listed as 2026). The firm provides discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. It charges clients on a percentage-of-AUM fee basis. Ownership is reported as a combination of a domestic entity and an individual. The firm is not recorded as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser arrangements. FINTRX classifies the firm as unclassified, which typically indicates limited public detail beyond core filing items for a recently established adviser.

Assets & Accounts

Location & Offices