Alaska Wealth Advisors

Alaska Wealth Advisors, a subsidiary of Alaska Permanent Capital Management (APCM), is a registered investment adviser that has been providing investment advice in Alaska since 1992. Established in 2014, the firm specializes in financial planning and investment management for individuals and institutions. Their investment approach involves a mix of stock and bond index funds or actively managed fixed income portfolios. The firm may offer private placements to qualified clients exempt from registration under Rule 506(b) of Regulation D. Majority-owned by APCM, Alaska Wealth Advisors' income is solely derived from client fees. As of December 31, 2024, the firm managed $925,384,680 million in discretionary assets under management. Clients typically pay fees ranging from 1.5% of assets under management and below, with additional fees for private placements. The firm does not have revenue-sharing arrangements or performance-based fees. Alaska Wealth Advisors exercises investment discretion, providing financial planning services alongside investment management. The firm's investment strategies include fixed income and multi-asset accounts, focusing on long-term value and efficient portfolio construction. Clients include institutions and individuals, with a minimum account size of $500,000. The firm's fiduciary duty ensures fair treatment of all client accounts, with a transparent fee structure and a commitment to best execution practices.