← Directory
BLUE ANCHOR WEALTH ADVISORS, LLC
CRD 307522File 801-136806
APPROVED
Retail clients
Custody
Filing as of Sep 8, 2026
Feed vintage Sep 11, 2026
Regulatory AUM
$144.2M
Bottom 25% of cohort (national)
Discretionary AUM
$141.5M
Non-discretionary $2.7M
Clients
300
302 accounts
Employees
6
Bottom 25% of cohort in AK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 10, 2026
- Principal office
- 4079 TONGASS AVE. SUITE 204, KETCHIKAN, AK, 99901
- Phone
- (907) 225-6110
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.2M
- Discretionary AUM
- $141.5M
- Non-discretionary AUM
- $2.7M
- Discretionary accounts
- 270
- Non-discretionary accounts
- 32
- Total accounts
- 302
- AUM per client
- $481K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $273K |
| High net worth individuals | 35 | $73.6M |
| Individuals (other than high net worth individuals) | 265 | $70.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUE ANCHOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE ANCHOR” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.