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 registered with the SEC since 2014. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, and third-party manager selection. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is a capital allocator and does not present itself as an active ESG investor. The adviser has been recognized in industry lists over multiple years, including repeated placements in Citywire’s "50 Growers Across America" (2020–2025) and appearances 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 2Dave Valdez
Chief Operating OfficerCRD 4992763
LAURA BRUCE
Chief Executive OfficerCRD 2824875
Contacts
3 of 13Derek 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 72Active vs passive
$892M in ETFs
98%
$875M
1%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $186M | 286,736 | 20.90% |
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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