RIA Intel›Advisers›Alaska›CHANGE WEALTH ADVISORS, LLC

CHANGE WEALTH ADVISORS, LLC

Advisory

AK

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in AK

#17

of 19 advisers by AUM

Average account

$171K

across 393 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK, HI, NV, TX, WA

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

87 clients

18 high-net-worth

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

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

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CHRISTOPHER J. HODEL

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