Alaska Wealth Advisors
Firm details
- Headquarters
- Anchorage, Alaska
- CRD number
- 172151
- Registered since
- August 25, 2014
- Website
- akwealthadvisors.com
- 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
FINTRXOverview
Alaska Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individuals/families and institutional clients and bills for advice through a blend of AUM-based fees, hourly charges, and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. The firm reports being a capital allocator and is not positioned as an ESG-focused manager. Public recognition includes repeated placements on Citywire’s "50 Growers Across America" lists (2020–2023, 2025) and inclusion on Forbes’ RIA rankings in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
Dave Valdez
Chief Operating OfficerCRD 4992763
Laura Bruce
Chief Executive OfficerCRD 2824875
Contacts
3 of 13
Derek Stone
Associate, Financial AdvisorCRD 7855354
Kirsten Halpin
Director of InvestmentsCRD 8248734
Matthew Knell
Lead Financial AdvisorCRD 4924559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$981M in ETFs
98%
$960M
1%
$21.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $213M | 285,753 | 21.74% |
Location
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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