ANCHOR BAY PRIVATE WEALTH LLC
CRD #327418 SEC #801-128521 CARLSBAD, CA 760-602-3470
SEC Registered
Total AUM
$51.7M
Discretionary
$51.7M
Employees
7
Clients
26
Accounts
62
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 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 |
|---|---|---|---|---|
| ALLEN, JAMES, ROBERT | I | CEO | C | Control |
| ALLEN, JAMES, ROBERT | I | CEO | C | Control |
| ALLEN, JAMES, ROBERT | I | CEO | C | Control |
| ALLEN, JAMES, ROBERT | I | CEO | C | Control |
| LARGE, MATTHEW, WILLIAM | I | CCO | C | Control |
| LARGE, MATTHEW, WILLIAM | I | CCO | C | Control |
| LARGE, MATTHEW, WILLIAM | I | CCO | C | Control |
| LARGE, MATTHEW, WILLIAM | I | CCO | C | Control |
| Wrisley, Tanner, Manning | I | CIO | C | Control |
| Wrisley, Tanner, Manning | I | CIO | C | Control |
| Wrisley, Tanner, Manning | I | CIO | C | Control |
| Wrisley, Tanner, Manning | I | CIO | C | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (1)
CA
Address
5780 FLEET STREETSUITE 308
CARLSBAD, CA 92008
United States
Phone: 760-602-3470