# Anchor Wealth Management

Anchor Wealth Management is a Multi Family Office based in Irvine.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** anchorwealthmanagement.us

## Regulatory record

- **CRD number:** 287635
- **SEC file number:** 801-110182
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287635

## About

Anchor Wealth Management, LLC is an SEC-registered investment adviser in Irvine, CA. The firm manages approximately $98 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Anchor Wealth Management?

No named principals or investment decision-makers at Anchor Wealth Management are publicly identified. The firm's leadership is not listed on any public website, regulatory filing, or news source.

### What investment stages or sectors does Anchor Wealth Management target?

There is no public record of Anchor Wealth Management's target stages or sectors. The firm's sector tags, if any, have not been disclosed, and no portfolio companies or investment examples are known.

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- [The Financial Legacy Group](https://altss.com/profile/the-financial-legacy-group)
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Last updated: 2026-07-10T23:14:52.000Z

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