firm profile
Blue Anchor Wealth Advisors, LLC
Overview
Blue Anchor Wealth Advisors, LLC is an SEC and state registered investment adviser based in Ketchikan, AK, registered since 2020. It reports $144M in assets under management across 302 accounts, with 6 employees. It has 6 investment adviser representatives.
- Reported AUM
- $144M
- Discretionary
- 98%
- Accounts
- 302
- Average account
- $477K
- Employees
- 6
- Advisory reps
- 6
- Registered since
- 2020
- Jurisdictions
- 7
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Matthew James Eisenhower Chief Executive Officer, Chief Compliance Officer CRD 7228193
- Christine Marie Eisenhower Chief Investment Officer CRD 6129903
Advisory reps 3 of 6
- Fiona Capell Investment Adviser Rep CRD 7953724
- Tristan M Dahl Investment Adviser Rep CRD 8165624
- Christine Marie Eisenhower Investment Adviser Rep CRD 6129903
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4079 Tongass Ave Ste 204
Ketchikan, AK 99901 - County
- Ketchikan Gateway
- Metro area
- Ketchikan, AK
- Region
- West
Registrations
- SEC and state registered
- Registered in 7 jurisdictions
- Website: blueanchorwealth.com
Every state, with registration dates
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