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ANCHOR WEALTH ADVISORS, LLC
CRD 300980
232 COCKEYSVILLE ROAD, SUITE B200, COCKEYSVILLE, MD, 21030, United States
Phone
443-281-9630
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.4M
Discretionary AUM
$76.4M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $27.5M |
| High net worth individuals | 31 | $48.4M |
All web addresses on file
- https://www.embarkfin.com/
- https://www.facebook.com/EMBARKFinancial
- https://www.linkedin.com/company/embark-financial
- https://twitter.com/embarkfinancial
- https://www.instagram.com/embark_financial/
- https://youtube.com/channel/UCmf2lMWDs6N_8DJA_KEoOww
- http://www.theanchoradvisors.com
- http://www.anchorwealthadvisors.com
- https://www.facebook.com/Erdmoney
- https://twitter.com/erdmoney
- https://www.instagram.com/erdmoney/
- https://erdmoney.com/
- https://www.facebook.com/TheAnchorAdvisors
- https://www.linkedin.com/company/theanchoradvisors
Official SEC filing: View on IAPD