Overview
Assets Under Management: $140 million
Headquarters: CAPE GIRARDEAU, MO
High-Net-Worth Clients: 45
Average Client Assets: $2.2 million
Frequently Asked Questions
ANCHOR POINTE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226643), ANCHOR POINTE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ANCHOR POINTE WEALTH MANAGEMENT is headquartered in CAPE GIRARDEAU, MO.
ANCHOR POINTE WEALTH MANAGEMENT serves 45 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, ANCHOR POINTE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ANCHOR POINTE WEALTH MANAGEMENT manages $140 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, ANCHOR POINTE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.54%
Average Client Assets: $2.2 million
Total Client Accounts: 512
Discretionary Accounts: 506
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 226643
Filing ID: 1938380
Last Filing Date: 2025-03-24 10:33:00