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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- VectorPeak
- Established Date
- 07-03-2024
- Office Locations
- 1
Office Locations
About Anchored Wealth
Anchored Wealth Management LLC is a boutique, fiduciary multi-family RIA based in The Woodlands, TX, providing ongoing wealth management and fee-based financial planning for individuals and families (including high-net-worth and business owners), plus trusts, estates, and charities. Portfolios primarily use ETFs and public funds, and the firm may implement strategies via selected third-party investment advisors. No stated account minimum; fees are AUM-based and/or hourly.
Team overview
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Owner & Executives
JOEL ANTONIO DIAZ
Chief Compliance Officer, Managing Member
- CRD
- #4177508
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,754,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,754,934 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,754,934
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,198,209,798 | 14.4% |
| Public Funds | $898,657,349 | 10.8% |
| Cash | $3,536,383,086 | 42.5% |
| Other | $2,687,651,145 | 32.3% |
| Total | $8,320,901,378 | 100.0% |