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ANCHOR WEALTH MANAGEMENT GROUP LLC

WEST PALM BEACH, FL · CRD 329286 · IAPD ↗ · anchorwealthgroup.com · (561) 228-8688

$233.0MRegulatory AUM
1Advisory reps
1Employees
3Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — ANCHOR WEALTH MANAGEMENT GROUP LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — ANCHOR WEALTH MANAGEMENT GROUP LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
August 2024 — ANCHOR WEALTH MANAGEMENT GROUP LLC now reports custody of client assets ($20.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
August 2024 — ANCHOR WEALTH MANAGEMENT GROUP LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — ANCHOR WEALTH MANAGEMENT GROUP LLC (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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