Anchor Wealth Management

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website anchorwm.com
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Overview

Anchor Wealth Management LLC is an independent, fiduciary-based wealth management firm headquartered in Rockford, Illinois, with branch offices in Freeport and Lanark, IL. Founded by Adam Ludwig in 2005 (formalized as an LLC in January 2021), the firm has grown from a one-man practice to a team of advisors collectively managing over $400 million in assets for more than 1,200 households and businesses across northern Illinois and beyond. Advisory services are offered through Cambridge Investment Research Advisors, Inc. (RIA) and securities through Cambridge Investment Research, Inc. (BD). The firm partners with Fidelity Investments as its primary institutional custodian. Adam Ludwig is a SmartVestor Pro through the Dave Ramsey Organization. Anchor Wealth has been featured frequently in regional media including WREX-TV (13 WREX), providing financial commentary on topics including market volatility, student loans, retirement, and personal finance. The firm's investment philosophy centers on purpose-driven investing: building plans around client goals and behavioral accountability rather than portfolio performance alone.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Anchor Wealth Management

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