# Blue Anchor Wealth Advisors, LLC

> Blue Anchor Wealth Advisors, LLC is an SEC-registered investment advisory firm in Ketchikan, AK, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 307522
- Filed as: BLUE ANCHOR WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ketchikan, AK
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307522
- AdvisorCensus page: https://advisorcensus.com/firm/blue-anchor-wealth-advisors-llc-ketchikan-ak-307522

## Quick answers

**How is Blue Anchor Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Anchor Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Anchor Wealth Advisors, LLC located?**
Blue Anchor Wealth Advisors, LLC's principal office is in Ketchikan, AK, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Blue Anchor Wealth Advisors, LLC registered with the SEC or a state?**
Blue Anchor Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 307522.

**How much does Blue Anchor Wealth Advisors, LLC manage?**
Blue Anchor Wealth Advisors, LLC reports $144,203,105 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (98% discretionary).

**What types of clients does Blue Anchor Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (265); high net worth individuals (35).

**Which custodians does Blue Anchor Wealth Advisors, LLC use?**
Blue Anchor Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Anchor Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307522

**What changed in Blue Anchor Wealth Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Moved from state registration to SEC registration. Added an office in Bend, OR. Registered or notice-filed in AZ, TX. No longer registered or notice-filed in CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $144,203,105
- Discretionary: $141,472,504
- Non-discretionary: $2,730,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 265 | $70,284,187 |
| High net worth individuals | 35 | $73,645,551 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $273,367 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CO, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bend, OR

### Websites listed on Form ADV (Item 1.I)
- [blueanchorwealth.com](https://blueanchorwealth.com)
- Facebook facebook.com
- LinkedIn @blue-anchor-wealth-advisors
- YouTube @matteisenhower6450

## Changes in the filing (last 12 months)

### October 2026
- Moved from state registration to SEC registration.
- Added an office in Bend, OR.
- Registered or notice-filed in AZ, TX.
- No longer registered or notice-filed in CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Anchor Wealth Advisors, LLC (CRD 307522): Form ADV filing data as of October 2026.