Anchin Wealth Management Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 25
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 15, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 25 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baum, E, Richard | Member | Mar 2015 (11y) | Less than 5% | |
| Kuldeepak Arjundev Acharya | Chief Compliance Officer | Nov 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aba Platinum Group Llc | Member | Dec 2002 | A | 75% or more |
| Anchin, Block & Anchin Llp | Member | Dec 2002 | B | ≈ 56.25% – 100% via Aba Platinum Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Anchin, Block & Anchin Llp: 75% – 100% of Aba Platinum Group Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/15/2025 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SOLICITOR/REFERRAL FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 15, 2025.
View current Form ADV (SEC/IAPD) ↗