Blue Anchor Wealth Advisors, LLC: new SEC registration, $144M AUM, Ketchikan, AK
Blue Anchor Wealth Advisors, LLC (Ketchikan, Alaska): new SEC registration, $144M AUM, Ketchikan, AK. Its amount of 144 is above the median of 134 (54th percentile). Dated 56 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 144 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 0 related AK NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Anchor Wealth Advisors, LLC |
| Legal name | Blue Anchor Wealth Advisors, LLC |
| CRD | 307522 |
| Status | Approved |
| Registered with the SEC | 2026-09-10 |
| Latest Form ADV filing | 2026-09-08 |
| Location | Ketchikan, AK, United States |
| Regulatory AUM | $144,203,105 |
| Accounts | 302 |
| Employees | 6 |
| Website | https://www.blueanchorwealth.com |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (1 AK records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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75 / 100 Score
- Registered in the last 60 days.
- $144M under management.
- Website on file.
What is the NewRiaPulse record for Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska?
Blue Anchor Wealth Advisors, LLC received SEC registration as an investment adviser (2026-09-10) with $144,203,105 in regulatory assets under management, based in Ketchikan, AK.
How does Blue Anchor Wealth Advisors, LLC compare to other Alaska NewRiaPulse records?
Its amount of 144 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 56 days old; check the official source for later updates before acting. Its Score of 75/100 puts it among the stronger signals in this feed.
Blue Anchor Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Anchor Wealth Advisors, LLC | Ketchikan, AK | 144 | 54th | 2026-09-10 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.