AUMdb

Anchorage Digital Bank National Association

$343M reported client assets across 5 advisory firms in FY2025 annual amendments

Reported client assets over time

$10.0M $74.1M
2022 2025

Same-firm comparison: 2 firms that reported Anchorage Digital Bank National Association in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022 is shown but partial — only FY2022: 1 cohort firms.

Advisory firmRAUM at custodianFirm total AUMShareAs of
Digital Wealth Partners Llc $332M $555M 59.9% 03/30/2026
Bespoke Advisory Llc $10.0M $284M 3.5% 04/01/2026
N $190K $190K 100.0% 02/16/2026
N $146K $1.9M 7.5% 02/27/2026
Eaglebrook Advisors, Inc. $2.4K $342M 0.0% 03/30/2026

From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.