Anchín Wealth Management LLC

Anchin Wealth Management serves high net worth individuals exclusively, defining that group as clients with more than $1.1 million under management with recommended money managers or $2.2 million in net worth. The firm is a small team (six advisors, about 25 clients) and provides advisory services by arranging referrals to third‑party money managers rather than directly managing client portfolios.

Anchin’s role is principally evaluative and facilitative: it selects and recommends a limited set of third‑party managers, provides information and acts as a communication conduit, and relies on those managers to exercise discretionary trading, custody, reporting and periodic account reviews. The firm does not charge clients a direct percentage‑of‑assets advisory fee; instead, it receives referral (solicitor) fees from the third‑party managers it recommends and provides clients with written solicitation disclosures.

Compared with many peers, Anchin is notable for its network of affiliated entities — including an affiliated broker‑dealer (Anchin Capital LLC), its parent CPA firm (Anchin, Block & Anchin LLP), a related investment adviser (Claris Advisors LLC) and an insurance broker (Anchin Risk Management LLC) — and for assigning certain administrative functions to those affiliates. These relationships can result in separate compensation to affiliated firms and limited custody situations (when parents’ personnel serve as trustees/guardians), all of which the brochure discloses and documents for clients.