ALASKA WEALTH MANAGEMENT

ALASKA WEALTH MANAGEMENT of ANCHORAGE, AK is an SEC-registered investment adviser (CRD 323296). Regulatory assets under management: $23.0M.

Registration

• CRD: 323296
• Type: Registered investment adviser
• Location: 911 WEST 8TH AVE, SU. 101, PMB 8, ANCHORAGE, AK, 99501
• Phone: 907-250-3341
• Latest filing: 2026-03-19
• Regulatory AUM: $23.0M
• Discretionary AUM: $23.0M
• Clients: 2
• Accounts: 23

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323296 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search