Anchor Wealth Management Group LLC
● SEC registered since 2024CRD 329286SEC# 801-129794West Palm Beach, FL
Reg. AUM
$233M
Employees
1
Accounts
630
Location
West Palm Beach, FL
Anchor Wealth Management Group LLC assets under management
Anchor Wealth Management Group LLC operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2024. It reports $233 million in regulatory assets under management and employs 1 people.
Anchor Wealth Management Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katarzyna Anna Marczyk Control | Managing Member/Cco | Over 75% | 2010 |
| Michal Marczyk | Member | Under 5% | 2010 |
Frequently asked questions
How much does Anchor Wealth Management Group LLC manage?
Anchor Wealth Management Group LLC reports $233 million in regulatory assets under management on its Form ADV.
How many employees does Anchor Wealth Management Group LLC have?
Anchor Wealth Management Group LLC reports 1 employees.
Where is Anchor Wealth Management Group LLC located?
Anchor Wealth Management Group LLC is based in West Palm Beach, FL and has been SEC-registered since 2024.
Does Anchor Wealth Management Group LLC disclose fund performance?
Anchor Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 S. Olive Ave,, Suite 400, West Palm Beach, FL 33401 |
| Phone | (561) 228-8688 |
| Fax | (561) 228-8628 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$233Mregulatory AUM
Discretionary $233M