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ANCHOR BAY PRIVATE WEALTH LLC

CARLSBAD, CA · CRD 327418 · IAPD ↗ · anchorbayprivatewealth.com · 760-602-3470

$51.7MRegulatory AUM
6Advisory reps
7Employees
9Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
December 2025 — ANCHOR BAY PRIVATE WEALTH LLC reported RAUM up 85% ($27.9M -> $51.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — ANCHOR BAY PRIVATE WEALTH LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2025 — ANCHOR BAY PRIVATE WEALTH LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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