ANCHORED WEALTH

Overview

Anchored Wealth is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and bills on a percentage-of-AUM basis as well as hourly fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Anchored Wealth identifies itself as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives