This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$61.6MItem 5.F on the latest filing (2017-08-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$61.6M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$61.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Accounts

170

SEC number

801-110182

CRD

287635

Filings on the tape

9

First filed

Mar 10, 2017

Latest filed

Aug 30, 2017

Organised

Limited Liability Company, California

• Occurred

  Mar 10, 2017
  First Form ADV filing

  Anchor Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8dca0bfd-5fea-ac3e-c9b5-e4e218459a4a

First observed

Mar 10, 2017

Last observed

Aug 30, 2017 110 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.