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Anchor BAY Private Wealth LLC

Anchor BAY Private Wealth LLC. CRD 327418

Anchor BAY Private Wealth LLC logo

CRD: 327418

Anchor BAY Private Wealth LLC

Carlsbad, CA, 92008
7606023470
anchorbayprivatewealth.com
$51.7M Total AUM
$51.7M Disc. AUM
-- 3Y CAGR
7 Employees
68 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Betterment ยท Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
06-01-2023
Office Locations
2

Office Locations

17332 Irvine Blvd., Suite 285 Tustin CA
5780 Fleet Street, Suite 308 Carlsbad CA

About Anchor BAY Private Wealth LLC

Anchor Bay Private Wealth is a California-based RIA providing financial planning and asset management, including portfolio construction, retirement planning, and insurance and estate-planning support. The firm serves individuals and entrepreneurs, including qualified purchasers, and builds diversified portfolios emphasizing ETFs alongside public equity and fixed income. Custody relationships include Charles Schwab and Betterment.

Team overview

50 AVG AGE
$8.6M AVG AUM / ADVISOR
$760.6K AVG AUM / CLIENT
2.6 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Focus frontier

Asset Classes

Ridge Harbor catalyst

Client Personas

Radial focus

Investment Themes

Peak focus Ember

Investment Vehicles

Ember meridian Quantum

Services

Bridge beacon Vertex Insight Radial Optima peak Horizon insight Delta delta Catalyst element

Owner & Executives

JAMES ROBERT ALLEN

JAMES ROBERT ALLEN

Chief Executive Officer, President, Wealth Advisor

CRD
#1882869
Ownership
25% but less than 50%
(287) 867-4144
ember.ridge@harborcapital.com
in linkedin.com/in/atlas-wave
MATTHEW WILLIAM LARGE

MATTHEW WILLIAM LARGE

Chief Compliance Officer, Compliance Officer

CRD
#6251338
Ownership
25% but less than 50%
(609) 833-1508
oak.pathway@crestcapital.com
in linkedin.com/in/atlas-prime
M

Matrix momentum

Harbor optima

CRD
#21026
Ownership
38.3%
(218) 209-1569
radial.wave@eaglecapital.com
in linkedin.com/in/horizon-ember

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Contacts

S

Stacey Lynn Buchholtz

Associate Financial Planner

CRD
#7173059
(743) 988-4019
atlas.unison@insightcapital.com
in linkedin.com/in/delta-bridge
C

Cory Matthew Large

Advisor, Portfolio Analyst, Wealth Strategist

CRD
#7553891
(689) 928-1896
prime.north@horizoncapital.com
in linkedin.com/in/wave-vital
V

Vertex focus

Radial vital crest

CRD
#61102
(886) 925-1891
crest.momentum@horizoncapital.com
in linkedin.com/in/crest-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-13-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $51,721,000 $876,627
Non-Discretionary $0 --
Total $51,721,000 $876,627

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Separately Managed Accounts

Total SMA Asset: $51,721,000

$51.7M Total SMA
Equity - Exchange:
20.5%
U.S. Government/Agency:
21.2%
Public Funds:
23.5%
Corporate - Investment Grade:
16.4%
Cash:
18.4%
Asset class Assets Assets %
Equity - Exchange $215,029,254 20.5%
U.S. Government/Agency $222,371,716 21.2%
Public Funds $246,496,950 23.5%
Corporate - Investment Grade $172,023,403 16.4%
Cash $193,001,867 18.4%
Total $1,048,923,190 100.0%

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