Investment adviser · CRD 226643
ANCHOR POINTE WEALTH MANAGEMENT
Investment adviser filing (IA)
ANCHOR POINTE WEALTH MANAGEMENT,LLC
CAPE GIRARDEAU, MO, United States · Form ADV filed Mar 24, 2025
- Regulatory AUM
- $140M Form ADV · Item 5.F
- Client accounts
- 512 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $98,880,068 | 70.5% |
| Individuals | 89 | $37,879,510 | 27.0% |
| Charities | Fewer than 5 | $3,264,741 | 2.3% |
| Corporations & businesses | Fewer than 5 | $156,548 | 0.1% |
Filing source
Form ADV 1938380 · Mar 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1427 THOMAS DRIVE, SUITE 14CAPE GIRARDEAU, MO, 63701, United States
CRD 226643
Filing source
Form ADV 1938380 · Mar 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.