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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-14 |
| AK | RA | APPROVED | 2024-07-09 |
| CA | RA | APPROVED | 2024-07-09 |
| CO | RA | APPROVED | 2024-07-09 |
| OR | RA | APPROVED | 2024-07-09 |
| WA | RA | APPROVED | 2024-07-09 |
Branch Locations
790 Sw Industrial Way Suite # 100, Bend, OR 97702 • United States
4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Anchor Wealth Advisors | Bend | OR | 01/2024 | Present |
| Rover | Bend | OR | 08/2023 | 01/2024 |
| Mysteries Inc. | Seattle | WA | 06/2022 | 07/2023 |
| Recapped | New York | NY | 01/2022 | 06/2022 |
| Sam's Tavern | Redmond | WA | 10/2018 | 12/2020 |
| Preservation Kitchen | Bothell | WA | 03/2014 | 10/2018 |
| Sino-Us Corporate Services | Bellevue | WA | 12/2020 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
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