| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua James Joiner Control | Managing Partner/Investment Adviser Representative | 25-50% | 2026 |
| Mark Paul Collinsworth Control | Portfolio Manager/Investment Adviser Representative | 25-50% | 2026 |
| Pch Holdings Control | Owner | 50-75% | 2026 |
Anchor & Oak Wealth Advisors, LLC reports 4 employees.
Anchor & Oak Wealth Advisors, LLC is based in Marco Island, FL and has been SEC-registered since 2026.
Anchor & Oak Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 221 South Collier Blvd., Suite 202, Marco Island, FL 34145 |
| Phone | 516-662-2546 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |