firm profile
Alaska Wealth Advisors
Overview
Alaska Wealth Advisors is an SEC registered investment adviser based in Anchorage, AK, registered since 2014. It reports $1.2B in assets under management across 2,274 accounts, with 23 employees. It has 13 investment adviser representatives.
- Reported AUM
- $1.2B
- Discretionary
- 100%
- Accounts
- 2,274
- Average account
- $508K
- Employees
- 23
- Advisory reps
- 13
- Registered since
- 2014
- Jurisdictions
- 14
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Laura Gerber Bruce Chief Executive Officer CRD 2824875
- Dave Mappala Valdez Cso CRD 4992763
- Gail Carolyn Mannix CCO CRD 4320205
Advisory reps 3 of 13
- Aracelis S Bell Insurance Agent · Investment Adviser Rep CRD 2660541
- Laura A Bruce Insurance Agent · Investment Adviser Rep CRD 2824875
- Nicholas Isaac Cohen Insurance Agent · Investment Adviser Rep CRD 6478467
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3800 Centerpoint Dr Ste 910
Anchorage, AK 99503 - County
- Anchorage
- Metro area
- Anchorage, AK
- Region
- West
Registrations
- SEC registered
- Registered in 14 jurisdictions
- Website: akwealthadvisors.com
Every state, with registration dates
Similar firms near Anchorage
- Alaska Permanent Capital Management, LLCAnchorage, AK$4.4B AUM
- Latash Investments, LLCAnchorage, AK$1.7B AUM
- Bright Road Wealth Management, LLCAnchorage, AK$443M AUM
- Heisten Wrenn Private Wealth, LLCAnchorage, AK$232M AUM
- Mckinley Alaska Private Investments, LLCAnchorage, AK$206M AUM
request a demo
See what we have on Alaska Wealth Advisors
We'll walk you through the full profile and how to find more firms like this one.