Anchor Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Anchor Wealth Management Group reports 209 clients. They include 115 individual clients, 93 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($233M across 630 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 20% |
| High-net-worth individuals | 44% | 79% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 115 | $47.2M | 20.3% | $410K |
| High-net-worth individuals | 93 | $183M | 78.8% | $1.97M |
| Charitable organizations | Fewer than 5 | $2.29M | 1.0% | $2.29M |
| Total | 209 | $233M | 100% | — |
- Clients
- 115
- Regulatory AUM
- $47.2M
- AUM share
- 20.3%
- Avg. per client
- $410K
- Clients
- 93
- Regulatory AUM
- $183M
- AUM share
- 78.8%
- Avg. per client
- $1.97M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.29M
- AUM share
- 1.0%
- Avg. per client
- $2.29M
Total
- Clients
- 209
- Regulatory AUM
- $233M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Anchor Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed at $450 an hour or as a fixed fee of $3,500 to $15,000, based on complexity; the fee is set before work starts.
Katarzyna Marczyk owns 75% or more of Anchor Wealth Management Group. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Anchor Wealth Management Group LLC
Katarzyna Marczyk
Control person · since October 2010
Anchor Wealth Management Group’s regulatory assets grew from $178M (July 2024) to $233M (March 2026); clients rose from 191 to 209 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $233M | 209 | 1 | 1 |
| Jun 2025June 2025 | $205M | 208 | 1 | 1 |
| Jul 2024July 2024 | $178M | 191 | 1 | 1 |
Besides its headquarters, Anchor Wealth Management Group has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 120 S. Olive Ave,, Suite 400, West Palm BeachHQ
Contact and registration details
- Legal name
- Anchor Wealth Management Group LLC
- Headquarters
- 120 S. Olive Ave,, Suite 400, West Palm Beach, FL 33401
- Website
- anchorwealthgroup.com
- Phone
- 561-228-8688
- SEC file
- 801-129794
- Founded
- 2010
- Structure
- Florida LLC
- Fiscal year end
- December
Anchor Wealth Management Group’s named custodians for separately managed accounts are Fidelity ($226M, 97%) and Capital Group ($6.84M, 3%). Anchor Wealth Management Group has custody of $26.7M for 38 clients.
- FidelityFidelity Investments · Smithfield, RI · $226M97%
- Capital GroupCapital Group · Indianapolis, IN · $6.84M3%
At year end, Anchor Wealth Management Group’s separately managed accounts were mostly in funds (72%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds72%
- Bonds1%
- Cash11%
How many clients does Anchor Wealth Management Group have?
Anchor Wealth Management Group has 209 clients and manages $233 million for them, as of March 2026. They include 115 individual clients, 93 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Anchor Wealth Management Group offer?
Anchor Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Anchor Wealth Management Group use?
Anchor Wealth Management Group’s separately managed account assets are held at Fidelity Investments (Smithfield, RI), with $226M and Capital Group (Indianapolis, IN), with $6.84M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Anchor Wealth Management Group have?
Anchor Wealth Management Group has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Anchor Wealth Management Group invest in?
At the end of its last fiscal year, Anchor Wealth Management Group’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 11% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Anchor Wealth Management Group?
Anchor Wealth Management Group’s direct owner is Katarzyna Marczyk (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Anchor Wealth Management Group get paid?
Anchor Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Anchor Wealth Management Group?
Anchor Wealth Management Group’s main office is at 120 S. Olive Ave,, Suite 400, West Palm Beach, FL 33401. Its phone number is 561-228-8688. Its website is anchorwealthgroup.com.