Alaska Wealth Advisors

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$508K
Accounts
2,274
Employees
23
Advisory reps
15

Firm details

Headquarters
Anchorage, Alaska
CRD number
172151
Registered since
August 25, 2014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.27%
  • Individuals13.02%
  • Pension & Profit Sharing Plans1.84%
  • Charitable Organizations0.57%
  • Corporations / Businesses0.29%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alaska Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a discretionary money manager and capital allocator that also selects third‑party advisers on client behalf. Core advisory services include financial planning, portfolio management for individuals and small businesses, and adviser selection. Its fee structure includes percentage‑of‑AUM arrangements alongside hourly and fixed‑fee engagements. The firm is not an active ESG investor and does not describe itself as a multi‑state adviser. Alaska Wealth Advisors has been recognized in industry lists, including placements on Forbes’ RIA firm lists in 2023 and 2024 and repeated appearances in Citywire’s “50 Growers Across America” coverage across multiple years.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Cash & Cash Equivalents 7%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%85%
  • Public Funds/Mutual Funds85%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities3%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Dave Valdez

    Dave Valdez

    Chief Operating OfficerCRD 4992763

  • Laura Bruce

    Laura Bruce

    Chief Executive OfficerCRD 2824875

Contacts

3 of 13
  • Connor Michael

    Connor Michael

    Senior Financial AdvisorCRD 6947540

  • Meghan Muñoz

    Meghan Muñoz

    Senior Financial AdvisorCRD 7138831

  • Matthew Knell

    Matthew Knell

    Lead Financial AdvisorCRD 4924559

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$981M in ETFs

Passive

98%

$960M

Active

1%

$21.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$213M285,75321.74%

Location

Primary office

Anchorage, AK

Anchorage

Location

Anchorage, AK

Headquartered in Anchorage, AK, in the West of the United States.

Region
West
County
Anchorage
Address
3800 Centerpoint Dr
Time zone
AKT (UTC-9)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth