Data / Investment advisers / Florida / Anchor Wealth Management Group LLC
Anchor Wealth Management Group LLC, West Palm Beach, FL: $233 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Anchor Wealth Management Group LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $233 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Anchor Wealth Management Group LLC (CRD number 329286): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 329286
- SEC file number
- 801-129794
- SEC status
- Approved, effective March 29, 2024
- Main office
- 120 S. Olive Ave, Suite 400, West Palm Beach, FL 33401
- Phone
- (561) 228-8688
- Website
- anchorwealthgroup.com
- Regulatory AUM
- $232,975,560 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $232,975,560
- Accounts
- 630
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $183.5 million |
| Individuals (other than high net worth individuals) | 115 | $47.2 million |
| Charitable organizations | 1 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $233 million | March 5, 2026 |
| December 1, 2025 | $205 million | June 4, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Remedium Capital Partners | West Palm Beach | $319 million | Not listed | adviserinfo.sec.gov |
| Sunrise Manager LLC | West Palm Beach | $311.8 million | Not listed | adviserinfo.sec.gov |
| Storr Group | West Palm Beach | $309.5 million | 4 | adviserinfo.sec.gov |
| Afc Management, LLC | West Palm Beach | $275.8 million | Not listed | adviserinfo.sec.gov |
| Krusen Capital Management, LLC | West Palm Beach | $255.7 million | 1 | adviserinfo.sec.gov |
| Velvet Sea Ventures | West Palm Beach | $229.1 million | 6 | adviserinfo.sec.gov |
| Global Trust Wealth Management LLC | West Palm Beach | $213.7 million | Not listed | adviserinfo.sec.gov |
| SRT Group LLC | West Palm Beach | $205.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Anchor Wealth Management Group LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.