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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $51.7M | $51.7M | $0 | 7 | 10 |
| Mar 2025 | $27.9M | $27.9M | $0 | 6 | 7 |
| Mar 2024 | $0 | $0 | $0 | 5 | 0 |
| Jul 2023 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees7
Clients10
DateMar 2025
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees6
Clients7
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0