Blue Anchor Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 1–10 clients last fiscal year.
Blue Anchor Wealth Advisors reports 300 clients. They include 265 individual clients and 35 high-net-worth individuals. Of its assets, 98.1% ($141M across 270 accounts) are managed with discretion; $2.73M across 32 accounts are not. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 49% |
| High-net-worth individuals | 12% | 51% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 265 | $70.3M | 48.7% | $265K |
| High-net-worth individuals | 35 | $73.6M | 51.1% | $2.1M |
| Charitable organizations | Fewer than 5 | $273K | 0.2% | — |
| Total | 300 | $144M | 100% | — |
- Clients
- 265
- Regulatory AUM
- $70.3M
- AUM share
- 48.7%
- Avg. per client
- $265K
- Clients
- 35
- Regulatory AUM
- $73.6M
- AUM share
- 51.1%
- Avg. per client
- $2.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $273K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 300
- Regulatory AUM
- $144M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Blue Anchor Wealth Advisors charges 1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Financial planning and written investment advice for clients without a managed portfolio are billed hourly at $195.00, negotiable.
It has 6 employees.
Leadership
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 soliciting firm
Besides its headquarters, Blue Anchor Wealth Advisors has 1 office, with 1 listed address in Alaska.
Alaska · 1 listed address
- 4079 Tongass Ave. Suite 204, KetchikanHQ
Contact and registration details
- Legal name
- Blue Anchor Wealth Advisors, LLC
- Headquarters
- 4079 Tongass Ave. Suite 204, Ketchikan, AK 99901
- Website
- blueanchorwealth.com
- Phone
- 907-225-6110
- SEC file
- 801-136806
- Structure
- Alaska LLC
- Fiscal year end
- December
Blue Anchor Wealth Advisors has custody of $23.7M in client assets for 77 clients.
At year end, Blue Anchor Wealth Advisors’ separately managed accounts were mostly in funds (84%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds84%
- Bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Blue Anchor Wealth Advisors have?
Blue Anchor Wealth Advisors has 300 clients and manages $144 million for them, as of September 2026. They include 265 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Blue Anchor Wealth Advisors offer?
Blue Anchor Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Blue Anchor Wealth Advisors charge?
Blue Anchor Wealth Advisors charges 1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Source: BAWA 2.24.26, filed 22 June 2026
How many financial advisors does Blue Anchor Wealth Advisors have?
Blue Anchor Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blue Anchor Wealth Advisors invest in?
At the end of its last fiscal year, Blue Anchor Wealth Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 3% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Blue Anchor Wealth Advisors get paid?
Blue Anchor Wealth Advisors is paid through a percentage of assets under management and hourly charges. 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
Is Blue Anchor Wealth Advisors registered with the SEC?
Yes, Blue Anchor Wealth Advisors has been registered with the SEC as an investment adviser since 10 September 2026. Its CRD number is 307522 and its SEC file number is 801-136806.
Source: Form ADV Part 1A, Item 1, filed 8 September 2026; IAPD firm record
How do I contact Blue Anchor Wealth Advisors?
Blue Anchor Wealth Advisors’ main office is at 4079 Tongass Ave. Suite 204, Ketchikan, AK 99901. Its phone number is 907-225-6110. Its website is blueanchorwealth.com.