# Alaska Wealth Management

> Alaska Wealth Management is a state-registered investment advisory firm in Anchorage, AK, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 323296
- Filed as: ALASKA WEALTH MANAGEMENT
- Legal name: Alaska Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Anchorage, AK
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323296
- AdvisorCensus page: https://advisorcensus.com/firm/alaska-wealth-management-anchorage-ak-323296

## Quick answers

**How is Alaska Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Alaska Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alaska Wealth Management located?**
Alaska Wealth Management's principal office is in Anchorage, AK, according to its Form ADV.

**Is Alaska Wealth Management registered with the SEC or a state?**
Alaska Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323296.

**How much does Alaska Wealth Management manage?**
Alaska Wealth Management reports $23,000,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Alaska Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (2).

**Does Alaska Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323296

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,000,000
- Discretionary: $23,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $6,000,000 |
| High net worth individuals | 2 | $17,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alaskawealth.com](https://alaskawealth.com)
- Facebook facebook.com
- Instagram @alaska_wealth_
- LinkedIn @alaska-wealth-management
- X @AlaskaWealth
- YouTube @AlaskaWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alaska Wealth Management (CRD 323296): Form ADV filing data as of October 2026.