Anchor Bay Private Wealth LLC
Anchor Bay Private Wealth LLC is an SEC-registered mass-market adviser in Carlsbad, CA with $51.7M assets under management (AUM, regulatory AUM), +85% over one year. See who owns Anchor Bay Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327418, SEC 801-128521, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $51.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Carlsbad, CA
- Employees
- 7
- Clients
- 59
- CRD
- 327418
- Ownership
- ALLEN, JAMES, ROBERT; LARGE, MATTHEW, WILLIAM; Wrisley, Tanner, Manning
How much AUM does Anchor Bay Private Wealth LLC have?
Anchor Bay Private Wealth LLC reported $51.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Anchor Bay Private Wealth LLC?
Disclosed owners and executives of Anchor Bay Private Wealth LLC include ALLEN, JAMES, ROBERT, LARGE, MATTHEW, WILLIAM, Wrisley, Tanner, Manning. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.