Fee-OnlyFinder

Alaska Wealth Management

Financial planning in Anchorage, AK

State registeredNo commissions reported

Call (907) 250-3341Send a messageMap ↗

Public-record details

Address
911 West 8th Ave, Su. 101, Pmb 8, Anchorage, AK 99501
Phone
(907) 250-3341
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Alaska Wealth Management LLC
CRD number
323296
Registration
State registered: AK
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$23.0 million
Accounts managed
23
Clients reported (Form ADV 5.D)
23
Individual / high-net-worth clients
21 / 2
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-19

State registered (AK) investment adviser, CRD 323296, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Anchorage

Alaska Wealth Advisors3800 Centerpoint Drive, Suite 910 · Anchorage, AK 99503 · (907) 272-7575 · Financial planningCRD 172151 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedArtica Financial Services LLC3400 Spenard Road, Suite 216 · Anchorage, AK 99503 · (907) 274-1006 · Financial planningCRD 314987 · Hourly charges, Subscription fees, Fixed fees · $27.6 million AUMState registeredNo commissions reportedBright Road Wealth Management, LLC405 W. 36th Avenue, Suite 212 · Anchorage, AK 99503 · (907) 339-1555 · Financial planningCRD 164408 · % of assets, Hourly charges, Fixed fees · $443.3 million AUMSEC registeredNo commissions reportedCoho Advisory Services, LLC3150 C Street, Suite 240 · Anchorage, AK 99503 · (907) 333-2646 · Financial planningCRD 325710 · % of assets, Hourly charges · $52.4 million AUMState registeredNo commissions reportedHeisten Wrenn Private Wealth, LLC3150 C Street, Suite 225 · Anchorage, AK 99503 · (907) 222-6270 · Financial planningCRD 315647 · % of assets, Hourly charges, Fixed fees · $231.8 million AUMSEC registeredNo commissions reportedLatash Investments, LLC301 W. Northern Lights Blvd.,, Suite 412 · Anchorage, AK 99503 · (907) 868-7580 · Flat / fixed feesCRD 128012 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOutlook Financial Services2525 Blueberry Road, Suite 103 · Anchorage, AK 99503 · (907) 274-1660 · Financial planningCRD 133179 · Hourly charges, Fixed fees · $30.7 million AUMState registeredNo commissions reportedPT Capital Advisors, LLC188 W. Northern Lights Blvd., Suite 920 · Anchorage, AK 99503 · (907) 433-6600 · % of assets managedCRD 168601 · % of assets, Performance-based fees · $56.9 million AUMSEC registeredNo commissions reported

All 9 in Anchorage →