← Tributary

ANCORA PRIVATE WEALTH ADVISORS, LLC

CLEVELAND, OH · CRD 124845 · IAPD ↗ · ancora.net · 216-825-4000

$3.90BRegulatory AUM
29Advisory reps
53Employees
0Clients
101-250Planning clients
0Private funds
19States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ANCORA PRIVATE WEALTH ADVISORS, LLC now reports custody of client assets ($9.54B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2025 — ANCORA FAMILY WEALTH ADVISORS, LLC is now doing business as ANCORA PRIVATE WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.