Anchor Bay Private Wealth LLC
● SEC registered since 2023CRD 327418SEC# 801-128521Carlsbad, CA
Reg. AUM
$51.7M
Employees
7
Accounts
59
Location
Carlsbad, CA
Anchor Bay Private Wealth LLC assets under management
Anchor Bay Private Wealth LLC operates as an SEC-registered investment adviser based in Carlsbad, CA. The firm has been registered since 2023. It reports $51.7 million in regulatory assets under management and employs 7 people.
Anchor Bay Private Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Robert Allen Control | Ceo | 25-50% | 2023 |
| Matthew William Large Control | Cco | 25-50% | 2023 |
| Tanner Manning Wrisley Control | Cio | 25-50% | 2023 |
Frequently asked questions
How much does Anchor Bay Private Wealth LLC manage?
Anchor Bay Private Wealth LLC reports $51.7 million in regulatory assets under management on its Form ADV.
How many employees does Anchor Bay Private Wealth LLC have?
Anchor Bay Private Wealth LLC reports 7 employees.
Where is Anchor Bay Private Wealth LLC located?
Anchor Bay Private Wealth LLC is based in Carlsbad, CA and has been SEC-registered since 2023.
Does Anchor Bay Private Wealth LLC disclose fund performance?
Anchor Bay Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5780 Fleet Street, Suite 308, Carlsbad, CA 92008 |
| Phone | 760-602-3470 |
| Fax | (760) 602-7811 |
| Office hours | 6:30 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$51.7M▲ 85%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$51.7Mregulatory AUM
Discretionary $51.7M