Ceo/chief Compliance Officer · Blue Anchor Wealth Advisors, LLC
Matthew J. Eisenhower
CRD 7228193 · Named on Form ADV at one SEC-registered adviser
At a glance
Blue Anchor Wealth Advisors, LLC, an SEC-registered wealth manager based in Ketchikan, AK with $144 million in regulatory assets, lists Matthew J. Eisenhower on its Form ADV as Ceo/chief Compliance Officer, a control person.
Firms and roles
- Blue Anchor Wealth Advisors, LLCCeo/chief Compliance OfficerWealth manager · Ketchikan, AK · $144M in regulatory assets
AtlasMembers
Matthew’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christine M. EisenhowerCIO, Blue Anchor Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.