Anchor Wealth Advisor

Overview

Anchor Wealth Advisor is a small, individual-owned advisory practice focused on serving individuals and families. The firm acts as a capital allocator, running discretionary portfolios and selecting third‑party managers where appropriate. Its advisory activity centers on portfolio management for individuals and small businesses and the selection of other advisers rather than direct institutional consulting or pension work. Anchor Wealth Advisor is not positioned as an ESG investor and operates with a single-office footprint rather than a multi‑state advisory platform. Investment preferences point to a core reliance on pooled public vehicles—primarily mutual funds—for the bulk of client assets, supplemented by targeted allocations to private placements and real estate-related strategies. The firm charges fees based on a percentage of assets under management (with other fee elements possible) and appears to layer external managers or funds into client portfolios when specialized exposure is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices