Data / Investment advisers / Alaska / Blue Anchor Wealth Advisors, LLC
Blue Anchor Wealth Advisors, LLC, Ketchikan, AK: $144 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Anchor Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Ketchikan, Alaska and reports $144 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Blue Anchor Wealth Advisors, LLC (CRD number 307522): 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
- 307522
- SEC file number
- 801-136806
- SEC status
- Approved, effective September 10, 2026
- Main office
- 4079 Tongass Ave. Suite 204, Ketchikan, AK 99901
- Phone
- (907) 225-6110
- Website
- blueanchorwealth.com
- Regulatory AUM
- $144,203,105 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $141,472,504
- Non discretionary AUM
- $2,730,601
- Accounts
- 302
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 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 | 35 | $73.6 million |
| Individuals (other than high net worth individuals) | 265 | $70.3 million |
| Charitable organizations | Fewer than 5 | $273,367 |
Other advisers in Alaska
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alaska Wealth Advisors | Anchorage | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Bright Road Wealth Management, LLC | Anchorage | $443.3 million | Not listed | adviserinfo.sec.gov |
| Heisten Wrenn Private Wealth, LLC | Anchorage | $231.8 million | Not listed | adviserinfo.sec.gov |
| McKinley Alaska Private Investments, LLC | Anchorage | $206.2 million | 3 | adviserinfo.sec.gov |
| 1207 Capital Group, LLC | Juneau | $162.7 million | 4 | adviserinfo.sec.gov |
| PT Capital Advisors, LLC | Anchorage | $56.9 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alaska
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Blue Anchor Wealth Advisors, 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.