Alaska Wealth Advisors
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
FINTRXOverview
Alaska Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a discretionary money manager and capital allocator that also selects third‑party advisers on client behalf. Core advisory services include financial planning, portfolio management for individuals and small businesses, and adviser selection. Its fee structure includes percentage‑of‑AUM arrangements alongside hourly and fixed‑fee engagements. The firm is not an active ESG investor and does not describe itself as a multi‑state adviser. Alaska Wealth Advisors has been recognized in industry lists, including placements on Forbes’ RIA firm lists in 2023 and 2024 and repeated appearances in Citywire’s “50 Growers Across America” coverage across multiple years.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
Dave Valdez
Chief Operating OfficerCRD 4992763

Laura Bruce
Chief Executive OfficerCRD 2824875
Contacts
3 of 13
Connor Michael
Senior Financial AdvisorCRD 6947540

Meghan Muñoz
Senior Financial AdvisorCRD 7138831

Matthew Knell
Lead Financial AdvisorCRD 4924559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$981M in ETFs
98%
$960M
1%
$21.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $213M | 285,753 | 21.74% |
Location
Anchorage, AK
Anchorage
Location
Anchorage, AK
Headquartered in Anchorage, AK, in the West of the United States.
- Region
- West
- County
- Anchorage
- Address
- 3800 Centerpoint Dr
- Time zone
- AKT (UTC-9)
- Office locations
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