CRD: 300980
Anchor Wealth Advisors, LLC
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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-02-2019
- Office Locations
- 1
Office Locations
About Anchor Wealth Advisors, LLC
Anchor Wealth Advisors is a Maryland RIA led by founder Sam Erdman providing financial planning, wealth management, and ongoing investment management. The firm also offers EMBARK Financial as a lower-touch option for investors. Portfolios are built primarily with public funds such as ETFs and mutual funds, with asset-allocation and ESG/SRI capabilities; custody includes Fidelity/NFS.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
SAMUEL SCOTT ERDMAN
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Private Wealth Advisor
- CRD
- #5128261
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,376,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,376,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,376,114
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $773,300,339 | 12.0% |
| Cash | $2,874,099,593 | 44.6% |
| Equity - Exchange | $2,796,769,559 | 43.4% |
| Total | $6,444,169,491 | 100.0% |