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Anchor Wealth Management Group LLC

Anchor Wealth Management Group LLC. CRD 329286

Anchor Wealth Management Group LLC logo

CRD: 329286

Anchor Wealth Management Group LLC

West Palm Beach, FL, 33401
5612288688
anchorwealthgroup.com
$233.0M Total AUM
$233.0M Disc. AUM
-- 3Y CAGR
1 Employees
212 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
American Funds · Capital Group · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
10-01-2010
Office Locations
1

Office Locations

120 S. Olive AVE, Suite 400 West Palm Beach FL

About Anchor Wealth Management Group LLC

Anchor Wealth Management Group is an independent, SEC-registered investment adviser providing comprehensive, personalized financial guidance. The firm builds client-specific financial roadmaps with a hands-on approach, focusing on retirement income planning, executive compensation and stock options, small business retirement and benefits planning, protection/insurance planning, and multigenerational estate planning.

Team overview

38 AVG AGE
$233.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Alpha Prime oak

Client Personas

Peak Meridian foundation

Custodian

Catalyst crest Capital quantum

Investment Themes

Glacier element Insight Eagle optima Harbor zenith

Investment Vehicles

Eagle Bridge harbor

Platform

Matrix pioneer

Services

Unison capital Fusion Crest unison Meridian prime Momentum Insight matrix Crest Summit

Owner & Executives

KATARZYNA ANNA MARCZYK

KATARZYNA ANNA MARCZYK

Chief Compliance Officer, Managing Member, President

CRD
#4990159
Ownership
75% or more
(892) 940-2883
north.peak@focuscapital.com
in linkedin.com/in/bridge-vital
M

Michal Marczyk

President

CRD
--
Ownership
Less than 5%
(904) 645-7924
vital.beacon@focuscapital.com
in linkedin.com/in/element-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-06-2024
06-04-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $232,975,560 $369,802
Non-Discretionary $0 --
Total $232,975,560 $369,802

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Separately Managed Accounts

Total SMA Asset: $232,975,560

$233.0M Total SMA
Public Funds:
11.1%
Equity - Exchange:
32.2%
Cash:
28.6%
Municipal Bonds:
28.1%
Asset class Assets Assets %
Public Funds $622,436,000 11.1%
Equity - Exchange $1,805,625,152 32.2%
Cash $1,603,754,017 28.6%
Municipal Bonds $1,575,716,360 28.1%
Total $5,607,531,529 100.0%

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