Tristan M Dahl
Investment adviser representative at Blue Anchor Wealth Advisors, LLC
11 yearsExperience
6 statesRegistered in
$144.2MFirm assets
Under 1 yearFirm in business
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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
11 years in the industry.
- Blue Anchor Wealth Advisors, LLCJun 2025 to now
- StudentJan 2015 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 6 states (AK, CA, CO, OR, TX, 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
- 8165624
- Firm CRD
- 307522