Managing Member/cco · Anchor Wealth Management Group LLC
Katarzyna A. Marczyk
CRD 4990159 · Named on Form ADV at one SEC-registered adviser
At a glance
Anchor Wealth Management Group LLC, an SEC-registered wealth manager based in West Palm Beach, FL with $233 million in regulatory assets, lists Katarzyna A. Marczyk on its Form ADV as Managing Member/cco, a control person.
Firms and roles
- Anchor Wealth Management Group LLCManaging Member/ccoWealth manager · West Palm Beach, FL · $233M in regulatory assets
AtlasMembers
Katarzyna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michal MarczykMember, Anchor Wealth Management Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katarzyna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.