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Blue Anchor Wealth Advisors, LLC registers with the SEC (Ketchikan, AK)
New SEC-registered adviser · CRD 307522 · 801-136806 · effective 2026-09-10
Effective 2026-09-10. 6 employees (6 advisory), $144M regulatory AUM across 302 accounts. Notice-filed in AK, AZ, CO, OR, WA, TX. Limited Liability Company (AK).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance