Wayne Stanley Trana
Investment adviser representative at Blue Anchor Wealth Advisors, LLC
27 yearsExperience
5 statesRegistered in
$144.2MFirm assets
Under 1 yearFirm in business
Are you Wayne Stanley Trana? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Blue Anchor Wealth Advisors, LLCJul 2024 to now
- Jv Associates, LtdJan 2024 to now
- Sorensen Appraisals IncJan 1999 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 5 states (AK, CA, CO, OR, WA).
Blue Anchor Wealth Advisors, LLC
$144.2MAssets managed
300Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7956399
- Firm CRD
- 307522