Anchor Wealth Management Group LLC
Anchor Wealth Management Group LLC is an SEC-registered wealth manager in West Palm Beach, FL with $233.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Anchor Wealth Management Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329286, SEC 801-129794, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $233.0M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- West Palm Beach, FL
- Employees
- 1
- Clients
- 209
- CRD
- 329286
- Ownership
- MARCZYK, KATARZYNA, ANNA; Marczyk, Michal
How much AUM does Anchor Wealth Management Group LLC have?
Anchor Wealth Management Group LLC reported $233.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Anchor Wealth Management Group LLC?
Disclosed owners and executives of Anchor Wealth Management Group LLC include MARCZYK, KATARZYNA, ANNA, Marczyk, Michal. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.