Los Angeles, CA Office

Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting, and may serve as a sub‑advisor managing separately managed accounts for other registered investment advisers. Like many supported firms, it generally charges percentage‑of‑AUM fees, but at the time of its SEC registration in June 2026 the firm reported no clients or assets under management and describes its near‑term client focus on plans, other RIAs, corporations, charities and institutional entities rather than individual investors.

The firm deploys model portfolios and may allocate client assets to third‑party money managers while using a mix of analytic approaches — fundamental and technical analysis (including charting and cyclical methods), modern portfolio theory, and occasional shorter‑term trading — to implement portfolios aligned with stated objectives. Financial planning is offered on a standalone or coordinated basis, with recommendations tailored to clients’ risk tolerances, time horizons and, for plan sponsors, investment policy statements.

Distinctive features compared with many peers include an explicit emphasis on plan‑level and sub‑advisory relationships instead of a retail individual client base, and the fact that the firm reported no individual or high‑net‑worth clients at launch. The brochure also discloses an affiliated insurance business and principals’ outside activities in private investment and real estate, which the firm identifies as potential sources of conflicts of interest.