ALASKA WEALTH ADVISORS
Latest filing: May 29, 2025 (72 days ago)
AUM
$925,384,680
6% change vs. 1 year ago
30% change vs. 3 years ago
126% change vs. 5 years ago
623% change vs. 10 years ago
Employee Count
18
29% change vs. 1 year ago
64% change vs. 3 years ago
100% change vs. 5 years ago
800% change vs. 10 years ago
Main Office
ANCHORAGE, AK
3800 CENTERPOINT DRIVE, ANCHORAGE, AK, UNITED STATES, 99503
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.9 |
| Non-Discretionary | $0.0 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 338 | $0.1 |
| Average Individual AUM | $442,651 | |
| HNW | 279 | $0.8 |
| Average HNW AUM | $2,688,476 | |
| Retail Total | 617 | $0.9 |
| Average Retail AUM | $1,458,186 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | NEW YORK-NY-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 2% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 86% | $0.8 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.1 |
| Other | 0% | $0.0 |
| Total | 98% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ALASKA PERMANENT CAPITAL MANAGEMENT CO | $4.1 | 106233 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
11 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS COHEN | ANCHORAGE | AK | S66|2015-10-15 | CERTIFIED FINANCIAL PLANNER | |||||
| CONNOR MICHAEL | ANCHORAGE | AK | S65|2018-06-06 | CERTIFIED FINANCIAL PLANNER | |||||
| DEREK STONE | ANCHORAGE | AK | S65|2023-12-20 | ||||||
| STANISLAV MOISEEV | ANCHORAGE | AK | S65|2023-01-09 | ||||||
| MEGHAN CARSON | ANCHORAGE | AK | S65|2019-06-03 | CERTIFIED FINANCIAL PLANNER | |||||
| LEAH LEVINGSTON | ANCHORAGE | AK | S65|2021-01-12 | ||||||
| DAVE VALDEZ | ANCHORAGE | AK | S66|2005-09-23 | CHARTERED FINANCIAL CONSULTANT | |||||
| JOHNATHON BRANDT | ANCHORAGE | AK | S65|2024-02-20 | ||||||
| CAITLIN GOHR | ANCHORAGE | AK | S66|2024-02-05 | ||||||
| NICOLE SQUIRES | ANCHORAGE | AK | S66|2016-03-16 | ||||||
| LAURA BRUCE | ANCHORAGE | AK | S63|1996-11-18|S65|1997-12-16 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.9 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $0.9 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.1 | 6% | 14 | 4 | 29% |
| 2023-04-04 | $0.7 | $0.2 | 31% | 14 | 4 | 29% |
| 2022-04-01 | $0.7 | $0.2 | 30% | 11 | 7 | 64% |
| 2021-04-05 | $0.6 | $0.4 | 64% | 10 | 8 | 80% |
| 2020-04-01 | $0.4 | $0.5 | 126% | 9 | 9 | 100% |
| 2019-04-01 | $0.4 | $0.6 | 156% | 9 | 9 | 100% |
| 2018-04-02 | $0.3 | $0.6 | 182% | 8 | 10 | 125% |
| 2017-04-01 | $0.2 | $0.7 | 293% | 5 | 13 | 260% |
| 2016-04-01 | $0.2 | $0.7 | 401% | 4 | 14 | 350% |
| 2015-04-01 | $0.1 | $0.8 | 623% | 2 | 16 | 800% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AK, AK-08/25/2014, AZ-11/10/2021, CA-02/12/2021, FL-03/31/2025, MO-03/31/2025, OR-01/05/2015, TX-01/05/2015, UT-03/31/2025, VA-03/31/2025, VT-03/31/2025, WA-12/07/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV