Ancorato
Ancorato is an SEC-registered ria in Meridian, ID with $283.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Ancorato: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322695, SEC 801-126757, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $283.7M (2026-04-01)
- Firm type
- Ria
- Location
- Meridian, ID
- Employees
- 18
- Clients
- 1
- CRD
- 322695
- Ownership
- LEGACY WEALTH ADVISORS, LLC; COVINO, PETER, CARMINE; LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC; MARTIN, SEAN, R.; PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021
How much AUM does Ancorato have?
Ancorato reported $283.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Ancorato?
Disclosed owners and executives of Ancorato include LEGACY WEALTH ADVISORS, LLC, COVINO, PETER, CARMINE, LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC, MARTIN, SEAN, R., PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.