RIA Intelligence

ANCHOR WEALTH MANAGEMENT, LLC

CRD #287635 SEC #801-110182 IRVINE, CA 562-986-1260
SEC Registered
Total AUM
$61.6M
Discretionary
$61.6M
Employees
2
Clients
0
Accounts
170

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 2, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHANG, CONNIE, CHIA FANGIMEMBERC
CHANG, CONNIE, CHIA FANGIMEMBERC
CHANG, CONNIE, CHIA FANGIMEMBERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
CHEN, TIM, CHIUNGIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
Chen, Joe, Yu TserIMEMBERC Control
Chen, Joe, Yu TserIMEMBERC
Chen, Joe, Yu TserIMEMBERC
Chen, Joe, Yu TserIMEMBERC Control
Chen, Joe, Yu TserIMEMBERC Control
Chen, Joe, Yu TserIMEMBERC Control
Chen, Joe, Yu TserIMEMBERC Control
Chen, Joe, Yu TserIMEMBERC Control
Chen, Joe, Yu TserIMEMBERC Control
Connie, ChangIMEMBERC Control
Connie, ChangIMEMBERC Control
Connie, ChangIMEMBERC Control
Connie, ChangIMEMBERC Control
Connie, ChangIMEMBERC Control
Connie, ChangIMEMBERC Control

Registrations

Federal

IA
Aug 2, 2017 REGISTERED

Notice Filings (2)

CA TX

Address

9891 IRVINE CENTER DRIVE
SUITE 170
IRVINE, CA 92618
United States
Phone: 562-986-1260