ANCHOR POINTE WEALTH MANAGEMENT

ANCHOR POINTE WEALTH MANAGEMENT,LLC Legal Name

Adviser information for ANCHOR POINTE WEALTH MANAGEMENT last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Missouri, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	803	$111.8M
Non-Discretionary	10	$641,075
Total	813	$112.5M

Clients

Type	Number	RAUM
Individuals	93	$30.4M
HNW Individuals	39	$81.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$1.1M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMFixed feesEDUCATIONAL SEMINARS/WORKSHOPS & INSURANCE CONSULTING

Identifiers

SEC RIA File Number	801-127972
SEC ERA File Number	801-127972
SEC CIK Numbers	None
SEC CRD Numbers	226643
Legal Entity Identifier	None

Principal Office

5303 OLD CAPE ROAD EAST
JACKSON
MO
United States

BY APPOINTMENT ONLY, BY APPOINTMENT ONLY

Tel: 573-334-0034, Fax: None

Websites

www.linkedin.com/derieckhodges www.youtube.com/channel/ucdzkq95ktpuylq4gazqf9ua www.linkedin.com/company/anchorpointewealth/ anchorpointewealth.com www.facebook.com/derieck.hodges www.linkedin.com/in/carrie-litzelfelner-2893a691/ www.facebook.com/carrie.johnsonlitzelfelner www.facebook.com/sam.schwartz.9022 www.linkedin.com/in/sam-a-schwartz/ www.facebook.com/profile.php?id=61556437482313

Chief Compliance Officer

JON DERIECK HODGES

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

5303 OLD CAPE ROAD EAST

JACKSON

United States

Tel: 573-334-0034

D******@*********************M

(Full email address available in API data)

Regulatory Contact

LORI NEIDEL

OUTSIDE COMPLIANCE PROVIDER

910 E. BROADWAY

SUITE 210

COLUMBIA

United States

Tel: 573-426-8076

L***@************************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners