Wealth Manager
    SEC Registered
    Manages Private Funds

    Alaska Wealth Advisors

    Registered investment advisor · Anchorage, Alaska · CRD #172151

    Assets Under Management
    $1.2B
    Client Accounts
    2,274
    Employees
    23
    CRD Number
    172151
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alaska Wealth Advisors

    Alaska Wealth Advisors, based in Anchorage, offers personalized financial planning, retirement services, and portfolio management for families and businesses. With $934 million in assets, it serves 650 families across Alaska. The firm is recognized in Forbes and Newsweek's top advisory lists.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alaska Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Alaska Wealth Advisors's AUM?

    Alaska Wealth Advisors reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alaska Wealth Advisors headquartered?

    Alaska Wealth Advisors is headquartered in Anchorage, Alaska.

    What is Alaska Wealth Advisors's CRD number?

    Alaska Wealth Advisors's CRD number is 172151. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alaska Wealth Advisors manage?

    Alaska Wealth Advisors manages approximately 2,274 client accounts according to its latest SEC filing.

    Is Alaska Wealth Advisors SEC registered?

    Yes, Alaska Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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