SourcingSourcing

ANCHOR WEALTH MANAGEMENT GROUP LLC

B57
CRD 329286·SEC 801-129794·WEST PALM BEACH, FL
AUM
$233.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$699K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANCHOR WEALTH MANAGEMENT GROUP LLC
CRD
329286
SEC file #
801-129794
EIN
—
DBA names
—

Economics

AUM
$233.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$205.0M → $233.0M▲ +14%
Client mix
Individuals Other115
Individuals High Net Worth93
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
anchorwealthgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARCZYK, KATARZYNA, ANNA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MARCZYK, KATARZYNA, ANNA
Marczyk, Michal
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ANCHORWEALTHGROUP.COM
Rdap Domain Creation Date
2010-11-04T12:52:59Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-04T12:52:59Z
Rdap Domain Last Changed
2025-11-05T16:34:43Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4990159
Trust Company Affiliate
No

People (2)

2
MARCZYK, KATARZYNA, ANNA
IAR · Direct Owner · 87.5%
4990159
Marczyk, Michal
Executive Officer · 2.5%
7837033