PPrivate Fund Data Log in Join · $37/mo

Blue Anchor Wealth Advisors, LLC

CRD 307522SEC# 801-136806Ketchikan, AK
Export (members)
No longer SEC-registered. Blue Anchor Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$144.2M
Employees
6
Accounts
302
Location
Ketchikan, AK

Blue Anchor Wealth Advisors, LLC assets under management

Blue Anchor Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Ketchikan, AK. It reports $144.2 million in regulatory assets under management and employs 6 people.

Blue Anchor Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christine Marie Eisenhower ControlCio50-75%2022
Matthew James Eisenhower ControlCeo/Chief Compliance Officer25-50%2022

Frequently asked questions

How much does Blue Anchor Wealth Advisors, LLC manage?

Blue Anchor Wealth Advisors, LLC reports $144.2 million in regulatory assets under management on its Form ADV.

How many employees does Blue Anchor Wealth Advisors, LLC have?

Blue Anchor Wealth Advisors, LLC reports 6 employees.

Where is Blue Anchor Wealth Advisors, LLC located?

Blue Anchor Wealth Advisors, LLC is based in Ketchikan, AK.

Does Blue Anchor Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address4079 Tongass Ave. Suite 204, Ketchikan, AK 99901
Office hours9a.m.-4p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$141.5M
Non-discretionary$2.7M
Total (RAUM)$144.2M