$98.4M Total AUM
$98.4M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
9891 Irvine Center Drive Suite 170 Irvine CA
About Anchor Wealth Management, LLC
Anchor Wealth Management is a California-based RIA providing private wealth management and goal-based investing. The firm builds primarily ETF- and public-fund portfolios with an open-architecture approach and a focus on transparent fees and cost-conscious implementation. Services include financial planning plus tax, estate and insurance planning support, serving retail clients including entrepreneurs; custody via Schwab and LPL.
Team overview
-- AVG AGE
$98.4M AVG AUM / ADVISOR
$937.3K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Harbor oak Prime focus Oak element
Client Personas
Unison matrix
Custodian
Ridge Timber frontier Vital
Investment Themes
Legacy vital Delta Eagle wave Harbor quantum Element
Investment Vehicles
Ridge Timber
Platform
Element pioneer
Services
Foundation summit Ember Catalyst Alpha North beacon Matrix Frontier Frontier insight Quantum ridge Timber beacon
Owner & Executives
C
CONNIE CHIA FANG CHANG
--
- CRD
- --
- Ownership
- 25% but less than 50%
(906) 494-3171
prime.quantum@alphacapital.com
in linkedin.com/in/pathway-horizon
J
Joe Yu Tser Chen
--
- CRD
- --
- Ownership
- 25% but less than 50%
(205) 877-2169
legacy.delta@vitalcapital.com
in linkedin.com/in/focus-unison
I
Insight glacier
Matrix zenith
- CRD
- #44838
- Ownership
- 27.6%
(550) 270-5271
insight.foundation@embercapital.com
in linkedin.com/in/prime-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,416,676 | $362,606 |
| Non-Discretionary | $0 | -- |
| Total | $98,416,676 | $362,606 |
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Separately Managed Accounts
Total SMA Asset: $98,416,676
Public Funds:
23.9% Equity - Exchange:
27.5% Cash:
26.6% Corporate - Investment Grade:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $342,487,257 | 23.9% |
| Equity - Exchange | $394,075,296 | 27.5% |
| Cash | $381,178,286 | 26.6% |
| Corporate - Investment Grade | $315,260,238 | 22.0% |
| Total | $1,433,001,077 | 100.0% |