| Name | Title | Ownership | Since |
|---|---|---|---|
| James Robert Allen Control | Ceo | 25-50% | 2023 |
| Matthew William Large Control | Cco | 25-50% | 2023 |
| Tanner Manning Wrisley Control | Cio | 25-50% | 2023 |
Anchor Bay Private Wealth LLC reports $27.9 million in regulatory assets under management on its Form ADV.
Anchor Bay Private Wealth LLC reports 6 employees.
Anchor Bay Private Wealth LLC is based in Carlsbad, CA and has been SEC-registered since 2023.
Anchor Bay Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5780 Fleet Street, Suite 308, Carlsbad, CA 92008 |
| Phone | 760-602-3470 |
| Fax | (760) 602-7811 |
| Office hours | 6:30 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $27.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $27.9M |