ANCHOR POINTE WEALTH MANAGEMENT,LLC
Legal name: ANCHOR POINTE WEALTH MANAGEMENT
CRD #226643 SEC #801-127972 CAPE GIRARDEAU, MO 573-334-0034
SEC Registered
Total AUM
$140.2M
Discretionary
$139.6M
Employees
2
Clients
101
Accounts
512
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HODGES, JON, DERIECK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HODGES, JON, DERIECK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HODGES, JON, DERIECK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HODGES, JON, DERIECK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HODGES, JON, DERIECK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
IL MO TX
Address
1427 THOMAS DRIVESUITE 14
CAPE GIRARDEAU, MO 63701
United States
Phone: 573-334-0034