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Building 2ALASKA WEALTH ADVISORS

Map pinANCHORAGE, AK
Phone907-272-7575
NotebookSEC #801-80133
Total AUM
$1.2B
Employees
23
Clients
672

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 CENTERPOINT DRIVE
SUITE 910
ANCHORAGE
AK 99503
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
907-272-7575

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,274
Discretionary
$1.2B
Accounts
2,274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
328
AUM
$150.6M
HNW Individual Clients
332
AUM
$974.4M
Pension/Profit Sharing Plan Clients
1
AUM
$21.3M
Charitable Organization Clients
6
AUM
$6.6M
Corporation or Business Clients
5
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLMONENHNVORTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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