Alaska Wealth Advisors

RIASEC RegisteredEst. 2014

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$508K

Accounts

2,274

Employees

Advisory reps

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

FINTRX

Overview

Alaska Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2014. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes asset‑based fees alongside hourly and fixed‑fee engagements. The firm identifies itself as a capital allocator — it combines public funds with targeted private placements and other vehicles to build client portfolios. Alaska Wealth Advisors is not an active ESG investor according to its filings. The firm has received outside recognition in recent years, including repeated inclusion in Citywire’s "50 Growers Across America" lists (multiple years) and placement on Forbes’ lists of top RIA firms in 2023 and 2024.