Anchored Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,745,783
Clients
49
29% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$198,894
About
Anchored Wealth provides discretionary portfolio management and financial planning to individuals, families, high‑net‑worth clients, trusts, estates, private business owners, and select institutional clients. The firm offers ongoing investment management, selection of other advisers, and financial planning that can address cash flow, tax, insurance, retirement, and estate considerations.
The firm applies Modern Portfolio Theory and a blended research approach—combining fundamental, technical/charting, and cyclical analysis—to tailor portfolios to client objectives and risk tolerances. Implementation tools include long‑ and short‑term equity investments, trading, option strategies, use of alternative investments and ETFs (including those that target liquid alternatives), and occasional use of third‑party sub‑advisors; the firm also manages investments held within 529 plans and advisory variable universal life/annuity sub‑accounts.
Noteworthy for a single‑adviser, recently formed firm with under $10 million in AUM, Anchored Wealth uses third‑party data aggregation services and relies on standing transfer authorizations to facilitate client transactions and fee debits—operational practices that can affect custody and reporting. The adviser is also a licensed insurance producer and may receive commissions on insurance product sales, which the firm discloses as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001 - $100,000,000: 0.50% annually $100,000,001+: Negotiable
Maximum $400 per hour, minimum one-hour charge
Main office location
Anchored Wealth
1725 Hughes Landing Blvd., 11 Th Floor
The Woodlands TX 77380, United States
Number of offices
1
Most active in
Anchored Wealth has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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