Anchor & Oak Wealth Advisors, LLC
● SEC registered since 2026CRD 342544SEC# 801-136471Marco Island, FL
Reg. AUM
—
Employees
4
Accounts
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Location
Marco Island, FL
Anchor & Oak Wealth Advisors, LLC assets under management
Anchor & Oak Wealth Advisors, LLC is an SEC-registered investment adviser based in Marco Island, FL. The firm has been registered since 2026. It employs 4 people.
Anchor & Oak Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua James Joiner Control | Managing Partner/Investment Adviser Representative | 25-50% | 2026 |
| Mark Paul Collinsworth Control | Portfolio Manager/Investment Adviser Representative | 25-50% | 2026 |
| Pch Holdings Control | Owner | 50-75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Anchor & Oak Wealth Advisors, LLC have?
Anchor & Oak Wealth Advisors, LLC reports 4 employees.
Where is Anchor & Oak Wealth Advisors, LLC located?
Anchor & Oak Wealth Advisors, LLC is based in Marco Island, FL and has been SEC-registered since 2026.
Does Anchor & Oak Wealth Advisors, LLC disclose fund performance?
Anchor & Oak Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 221 South Collier Blvd., Suite 202, Marco Island, FL 34145 |
| Phone | 516-662-2546 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,825 advisers