CRD: 307522
Blue Anchor Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-12-2020
- Office Locations
- 3
Office Locations
About Blue Anchor Wealth Advisors, LLC
Blue Anchor Wealth Advisors provides holistic financial planning and investment advice, including retirement planning for individuals and business owners. The team includes CFP, CRPC and CDFA professionals and offers specialized divorce planning with an in-house mediation option, plus programs focused on empowering women investors. Custodies with Charles Schwab and implements portfolios largely with ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 6 advisory representatives and 307 clients, or 51.2 clients per representative. That equates to $469.7K in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Blue Anchor Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTINE MARIE EISENHOWER
Chief Investment Officer, Financial Advisor
- CRD
- #6129903
- Ownership
- 50% but less than 75%
Matthew James Eisenhower
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #7228193
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Fiona Capell
Financial Advisor, Operations Manager
- CRD
- #7953724
Tristan M Dahl
Registered Client Service Associate
- CRD
- #8165624
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,472,504 | -- |
| Non-Discretionary | $2,730,601 | -- |
| Total | $144,203,105 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Blue Anchor Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.