{"url":"https://nivawealth.com/firms/anchor-wealth-management-group-329286","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329286","regulatoryAum":232975560,"crd":"329286","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4990159","suffix":null,"lastName":"MARCZYK","firstName":"KATARZYNA","middleName":"ANNA"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-26","regulatoryAum":178086569,"clients":191,"employees":1,"offices":1},{"filedOn":"2025-06-04","regulatoryAum":204994411,"clients":208,"employees":1,"offices":1},{"filedOn":"2026-03-05","regulatoryAum":232975560,"clients":209,"employees":1,"offices":1}],"secFileNumber":"801-129794","legalName":"Anchor Wealth Management Group LLC","displayName":"Anchor Wealth Management Group","slug":"anchor-wealth-management-group-329286","website":"https://anchorwealthgroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/329286/3b584764abd905f7-r1.webp","tone":"light","width":691,"height":200,"sourceUrl":"https://anchorwealthgroup.com/","sourceLabel":"Anchor Wealth Management Group LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/anchor-wealth-managment-group-llc/","founded":"2010","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"120 S. Olive Ave,, Suite 400","city":"West Palm Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33401"},"tradeNames":[],"registration":{"secApproved":"29 March 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1109088.2596153845,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":232975560,"discretionary":232975560,"discretionaryAccounts":630,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":115,"regulatoryAum":47199151},{"label":"High-net-worth individuals","clients":93,"regulatoryAum":183491207},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":2285202}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014715","versionId":1014715,"submittedOn":"2026-03-05","documentName":"ADV PART 2A & 2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:38:36.999076+00:00","documents":[{"name":"ADV PART 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014715","versionId":1014715,"submittedOn":"2026-03-05"}]},"custodians":[{"name":"Fidelity Investments","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":226139523},{"name":"Capital Group","shortName":"Capital Group","location":"Indianapolis, IN","smaAssets":6836037}],"custodyNote":"Anchor Wealth Management Group has custody of $26.7M for 38 clients.","otherCustodians":[],"leadership":[{"name":"Michal Marczyk","title":"Member","crd":"7837033"},{"name":"Katarzyna Marczyk","title":"Managing Member/CCO","crd":"4990159"}],"ownership":[{"label":"Katarzyna Marczyk","detail":"Managing member/cco in the 75% or more ownership band and a control person, since October 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"120 S. Olive Ave,, Suite 400","city":"West Palm Beach","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-228-8688","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":72},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"5 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/329286/PDF/329286.pdf","brochureDate":"5 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014715","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Anchor Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Anchor Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Anchor Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Anchor Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Anchor Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Anchor Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Anchor Wealth Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Anchor Wealth Management Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}