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ALASKA WEALTH ADVISORS

ANCHORAGE, AK · CRD 172151 · IAPD ↗ · 907-272-7575

$1.16BRegulatory AUM
16Advisory reps
23Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — ALASKA WEALTH ADVISORS reports More than 500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2026 — ALASKA WEALTH ADVISORS grew from 10 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — ALASKA WEALTH ADVISORS crossed $1B in regulatory AUM ($925.4M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
December 2025 — ALASKA WEALTH ADVISORS notice-filed in NE, NH, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ALASKA WEALTH ADVISORS shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — ALASKA WEALTH ADVISORS notice-filed in FL, MO, UT, VA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.