RIA Intelligence

ANCHOR WEALTH MANAGEMENT GROUP LLC

CRD #329286 SEC #801-129794 WEST PALM BEACH, FL (561) 228-8688
SEC Registered
Total AUM
$205M
Discretionary
$205M
Employees
1
Clients
51
Accounts
617

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
Marczyk, MichalIMEMBERNA
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control
MARCZYK, KATARZYNA, ANNAIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Jun 4, 2025 REGISTERED

Notice Filings (3)

FL MD TX

Address

120 S. OLIVE AVE,
SUITE 400
WEST PALM BEACH, FL 33401
United States
Phone: (561) 228-8688