ALASKA WEALTH MANAGEMENT

Overview

Alaska Wealth Management is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm’s client focus is individual and family relationships, and it charges clients via a mix of percentage-of-assets and fixed-fee arrangements. Core advisory services listed on filings include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is not flagged as a multi-state advisory firm. The adviser is not a capital allocator or fund sponsor; its model centers on fee-based advisory work rather than managing external capital pools. Industry affiliation noted on record includes a relationship with an insurance company.

Assets & Accounts

Investments & Alternatives