ALASKA WEALTH ADVISORS

3800 Centerpoint Drive
Suite 910
Anchorage, Alaska 99503
Tel: 907-272-7575

About ALASKA WEALTH ADVISORS

ALASKA WEALTH ADVISORS, formally registered with the SEC as ALASKA WEALTH ADVISORS. The firm was established in 08/25/2014. They have over 1 offices throughout the country.

ALASKA WEALTH ADVISORS is a Anchorage, Alaska based Financial Planning firm with nearly $874,935,474 assets under management, offering retirement planning & investment advisory services to 2004 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172151
SEC#	801-80133
Assets Managed by Firm	$874,935,474
No. of Clients	2004
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2004	$874,935,474
Individuals (other than high net worth individuals)	368	$155,240,499
High net worth individuals	278	$697,217,550
Pension and profit sharing plans	1	$14,081,359
Charitable organizations	6	$5,988,867
Corporations or other businesses	5	$2,407,199

More Retirement Planning firms in Anchorage, Alaska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALASKA PERMANENT CAPITAL MANAGEMENT CO 3800 Centerpoint Drive Suite 910 Anchorage, AK, 99503	$4,013,615,571	180	13
LATASH INVESTMENTS, LLC 301 W. Northern Lights Blvd., Suite 412 Anchorage, AK, 99503	$1,649,021,511	12	7
MCKINLEY CAPITAL MANAGEMENT, LLC 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503-3956	$995,884,154	301	10
SHILANSKI & ASSOCIATES, INC. 431 West Seventh Avenue, Suite 100 Anchorage, AK, 99501	$386,739,716	2309	16
BRIGHT ROAD WEALTH MANAGEMENT, LLC 405 W. 36th Avenue, Suite 212 Anchorage, AK, 99503	$349,477,061	1919	12

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