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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-25-2014
- Office Locations
- 2
Office Locations
About Alaska Wealth Advisors
Alaska Wealth Advisors is an Anchorage-based RIA providing financial planning and discretionary investment management for individuals, families, and business owners—covering retirement planning, education savings, and broader wealth and estate needs. The firm emphasizes ongoing guidance and responsive communication. Public filings indicate Charles Schwab as a primary custodian and portfolios implemented largely with public funds, with use of mutual funds/ETFs and select alternatives and fixed income.
Reported data analysis
What the numbers show
Between November 5, 2025 and June 29, 2026, reported AUM increased 24.9%, from $925.4M to $1.2B.
Across 5 reported observations, AUM increased 62.7% between August 4, 2022 and June 29, 2026, from $710.7M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 16 advisory representatives and 672 clients, or 42 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
LAURA GERBER BRUCE
Chief Executive Officer, Financial Consultant
- CRD
- #2824875
- Ownership
- Less than 5%
GAIL CAROLYN MANNIX
Chief Compliance Officer
- CRD
- #4320205
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ARACELIS S BELL
Financial Advisor
- CRD
- #2660541
NICHOLAS ISAAC COHEN
Wealth Advisor
- CRD
- #6478467
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,156,213,886 | $508,449 |
| Non-Discretionary | $0 | -- |
| Total | $1,156,213,886 | $508,449 |
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Separately Managed Accounts
SMA allocation detail is available
Alaska Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Alaska Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.