# Anchor Wealth Management, LLC

> Anchor Wealth Management, LLC is a state-registered investment advisory firm in Irvine, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 287635
- Filed as: ANCHOR WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287635
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-wealth-management-llc-irvine-ca-287635

## Quick answers

**How is Anchor Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Anchor Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Anchor Wealth Management, LLC located?**
Anchor Wealth Management, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Anchor Wealth Management, LLC registered with the SEC or a state?**
Anchor Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287635.

**How much does Anchor Wealth Management, LLC manage?**
Anchor Wealth Management, LLC reports $98,416,676 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Anchor Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (48).

**Does Anchor Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287635

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $98,416,676
- Discretionary: $98,416,676
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $16,832,704 |
| High net worth individuals | 48 | $81,583,972 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchorwealthmanagement.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor Wealth Management, LLC (CRD 287635): Form ADV filing data as of October 2026.