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GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC

Advisory

WALNUT CREEK, CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,311
of 5,480 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$348K
across 165 accounts
AUM per adviser
$57M
1 advisers
Filing history
6
filings since 2017

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$57M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingApr 13, 2017
Latest FilingFeb 13, 2026
Full AUM trend chart and 6 historical filings spanning 9+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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