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ALASKA WEALTH MANAGEMENT
ALASKA WEALTH MANAGEMENT LLC
CRD 323296
911 WEST 8TH AVE, SU. 101, PMB 8, ANCHORAGE, AK, 99501, United States
Phone
907-250-3341
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.0M
Discretionary AUM
$23.0M
Team
2 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $6.0M |
| High net worth individuals | 2 | $17.0M |
All web addresses on file
Official SEC filing: View on IAPD