Alaska Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Anchorage, AK. Its latest Form ADV filing, dated April 30, 2026, reports $1.2B in regulatory assets under management, 23 employees, and 2,274 accounts.
Assets Under Management
$1.2B
Employees
23
Offices
--
Total Clients
672
Primary office
ANCHORAGE, AK
3800 CENTERPOINT DRIVE, SUITE 910, ANCHORAGE, AK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
332
2
Individuals
48.8%
328
3
Charitable
0.9%
6
4
Corporations
0.7%
5
5
Pension Plans
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 30, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts2,274
10Y AUM Change+$921M (+391.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee29:1
10Y Employee Change+18 (+360.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.