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Blue Anchor Wealth Advisors
BLUE ANCHOR WEALTH ADVISORS, LLC is an SEC-registered investment adviser in KETCHIKAN, AK. The firm manages $136 million in assets, $132 million on a...
Overview
BLUE ANCHOR WEALTH ADVISORS, LLC is an SEC-registered investment adviser in KETCHIKAN, AK. The firm manages $136 million in assets, $132 million on a discretionary basis. It has 6 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
2022
Location
Region
North America
Country
United States
City
Ketchikan
Corporate office
Washington, DC, United States
Frequently asked questions
How does Blue Anchor manage client portfolios?
Public filings indicate Blue Anchor uses a combination of exchange-traded funds and individual securities to construct client portfolios. The firm employs fundamental analysis and long-term strategic asset allocation, with a focus on risk-adjusted returns. There is no public record of the firm engaging in alternative investments, private placements, or proprietary fund products.
Does Blue Anchor maintain any outside business activities or affiliated entities?
The firm's most recent regulatory filings do not disclose any outside business activities, affiliated broker-dealers, or related investment vehicles. This isolation from typical industry conflicts — no commission-sharing, no proprietary product sales — supports a clean fiduciary posture.
What is Blue Anchor's geographic footprint and target client base?
Blue Anchor is headquartered in Washington, DC, and serves clients concentrated in the greater DC metro area. The firm targets high-net-worth individuals and families seeking fee-only financial planning and investment management, without a stated minimum account size in public materials.
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