RIA Intel›Advisers›Alaska›ALASKA WEALTH MANAGEMENT LLC

ALASKA WEALTH MANAGEMENT LLC

Advisory

ANCHORAGE, AK

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$1M

across 23 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AK

Closest by assets under management. All figures from Form ADV.

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FRONTIER FINANCIAL PLANNING, LLC

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CATHERINE R. SMITH, FINANCIAL PLANNER, LLC

$31M

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