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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $140.2M | $139.6M | $617.9K | 2 | 0 |
| Aug 2024 | $112.5M | $111.8M | $641.1K | 2 | 0 |
| Mar 2024 | $112.5M | $111.8M | $641.1K | 2 | 0 |
| Oct 2023 | $100M | $99.5M | $523.7K | 2 | 0 |
| Apr 2023 | $100M | $99.5M | $523.7K | 2 | 0 |
DateMar 2025
Total AUM$140.2M
Discretionary$139.6M
Non-Disc.$617.9K
Employees2
Clients0
DateAug 2024
Total AUM$112.5M
Discretionary$111.8M
Non-Disc.$641.1K
Employees2
Clients0
DateMar 2024
Total AUM$112.5M
Discretionary$111.8M
Non-Disc.$641.1K
Employees2
Clients0
DateOct 2023
Total AUM$100M
Discretionary$99.5M
Non-Disc.$523.7K
Employees2
Clients0
DateApr 2023
Total AUM$100M
Discretionary$99.5M
Non-Disc.$523.7K
Employees2
Clients0