Blue Anchor Wealth Advisors, LLC
CRD 307522SEC# 801-136806Ketchikan, AK
No longer SEC-registered. Blue Anchor Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$144.2M
Employees
6
Accounts
302
Location
Ketchikan, AK
Blue Anchor Wealth Advisors, LLC assets under management
Blue Anchor Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Ketchikan, AK. It reports $144.2 million in regulatory assets under management and employs 6 people.
Blue Anchor Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Eisenhower Control | Cio | 50-75% | 2022 |
| Matthew James Eisenhower Control | Ceo/Chief Compliance Officer | 25-50% | 2022 |
Frequently asked questions
How much does Blue Anchor Wealth Advisors, LLC manage?
Blue Anchor Wealth Advisors, LLC reports $144.2 million in regulatory assets under management on its Form ADV.
How many employees does Blue Anchor Wealth Advisors, LLC have?
Blue Anchor Wealth Advisors, LLC reports 6 employees.
Where is Blue Anchor Wealth Advisors, LLC located?
Blue Anchor Wealth Advisors, LLC is based in Ketchikan, AK.
Does Blue Anchor Wealth Advisors, LLC disclose fund performance?
Blue Anchor 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 | 4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 |
| Office hours | 9a.m.-4p.m. |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$144.2Mregulatory AUM
Discretionary $141.5MNon-discretionary $2.7M