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Blue Anchor Wealth Advisors, LLC CRD 307522
$144M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-27 |
| CO | RA | APPROVED | 2024-11-27 |
| OR | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED_RES | 2024-09-20 |
| WA | RA | APPROVED | 2020-06-03 |
| AK | RA | APPROVED | 2020-06-02 |
Branch Locations
4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Otter Creek Partners | Ketchikan | AK | 08/2012 | 02/2020 |
| Blue Anchor Wealth Advisors, Llc | Ketchikan | AK | 02/2020 | Present |
Christine Eisenhower is a Certified Public Accountant but is not practicing as a CPA or accountant.
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