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Anchor Wealth Management Group LLC

● SEC registered since 2024CRD 329286SEC# 801-129794West Palm Beach, FL
Export (members)
Reg. AUM
$205M
Employees
1
Accounts
617
Location
West Palm Beach, FL

Anchor Wealth Management Group LLC assets under management

Anchor Wealth Management Group LLC operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2024. It reports $205 million in regulatory assets under management and employs 1 people.
anchorwealthgroup.comView on SEC.gov ↗

Anchor Wealth Management Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Katarzyna Anna Marczyk ControlManaging Member/CcoOver 75%2010
Michal MarczykMemberUnder 5%2010

Frequently asked questions

How much does Anchor Wealth Management Group LLC manage?

Anchor Wealth Management Group LLC reports $205 million in regulatory assets under management on its Form ADV.

How many employees does Anchor Wealth Management Group LLC have?

Anchor Wealth Management Group LLC reports 1 employees.

Where is Anchor Wealth Management Group LLC located?

Anchor Wealth Management Group LLC is based in West Palm Beach, FL and has been SEC-registered since 2024.

Does Anchor Wealth Management Group LLC disclose fund performance?

Anchor Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 S. Olive Ave,, Suite 400, West Palm Beach, FL 33401
Phone(561) 228-8688
Fax(561) 228-8628
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$205M
Non-discretionary$0
Total (RAUM)$205M