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ANCHOR POINTE WEALTH MANAGEMENT

CAPE GIRARDEAU, MO · CRD 226643 · IAPD ↗ · 573-334-0034

$140.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2025 — ANCHOR POINTE WEALTH MANAGEMENT (CAPE GIRARDEAU, MO) left the SEC roster (was $140.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
September 2024 — ANCHOR POINTE WEALTH MANAGEMENT moved its main office from JACKSON, MO to CAPE GIRARDEAU, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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