firm profile
Ancora Private Wealth Advisors, LLC
Overview
Ancora Private Wealth Advisors, LLC is an SEC registered investment adviser based in Cleveland, OH, registered since 2003. It reports $3.9B in assets under management across 4,509 accounts, with 53 employees. It has 12 investment adviser representatives.
- Reported AUM
- $3.9B
- Discretionary
- 97%
- Accounts
- 4,509
- Average account
- $865K
- Employees
- 53
- Advisory reps
- 12
- Registered since
- 2003
- Jurisdictions
- 19
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 5
- Frederick David Disanto Chairman, Chief Executive Officer CRD 1467798
- John Gregory Bartels President CRD 2780646
- John Pewters Micklitsch President CRD 2454497
2 more executive officers, with direct contact details
Advisory reps 3 of 12
- John G Bartels Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2780646
- Ryan Bartels Registered Rep · Investment Adviser Rep CRD 7120648
- Ashley Benton-Cooper Registered Rep · Investment Adviser Rep CRD 4977623
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6060 Parkland Blvd Ste 200
Cleveland, OH 44124 - County
- Cuyahoga
- Metro area
- Cleveland-Elyria, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 19 jurisdictions
- Website: ancora.net
Every state, with registration dates
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