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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $205M | $205M | $0 | 1 | 2 |
| May 2025 | $195.5M | $195.5M | $0 | 1 | 2 |
| Feb 2025 | $195.5M | $195.5M | $0 | 1 | 2 |
| Nov 2024 | $178.1M | $178.1M | $0 | 1 | 0 |
| Sep 2024 | $178.1M | $178.1M | $0 | 1 | 0 |
| Jul 2024 | $178.1M | $178.1M | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
| Mar 2024 | $0 | $0 | $0 | 1 | 0 |
| Feb 2024 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees1
Clients2
DateMay 2025
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees1
Clients2
DateFeb 2025
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees1
Clients2
DateNov 2024
Total AUM$178.1M
Discretionary$178.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$178.1M
Discretionary$178.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$178.1M
Discretionary$178.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0