Ancora Private Wealth Advisors, LLC
● SEC registered since 2003CRD 124845SEC# 801-61942Cleveland, OH
Reg. AUM
$3.9B
Employees
53
Accounts
4,509
Location
Cleveland, OH
Ancora Private Wealth Advisors, LLC assets under management
Ancora Private Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Cleveland, OH. The firm has been registered since 2003. It reports $3.9 billion in regulatory assets under management and employs 53 people.
Ancora Private Wealth Advisors, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick David Disanto Control | Chairman & Chief Executive Officer | Under 5% | 2015 |
| Inverness Holdings LLC Control | Member | Over 75% | 2009 |
| Jason P Geers Control | Chief Compliance Officer | Under 5% | 2016 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ancora Private Wealth Advisors, LLC manage?
Ancora Private Wealth Advisors, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
How many employees does Ancora Private Wealth Advisors, LLC have?
Ancora Private Wealth Advisors, LLC reports 53 employees.
Where is Ancora Private Wealth Advisors, LLC located?
Ancora Private Wealth Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2003.
Does Ancora Private Wealth Advisors, LLC disclose fund performance?
Ancora Private 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 | 6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124 |
| Phone | 216-825-4000 |
| Fax | 216-825-4010 |
| Office hours | 8-6 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1657660 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.9B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$3.9Bregulatory AUM
Discretionary $3.78BNon-discretionary $122.9M