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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CatalystPathway +more
- 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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
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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%
Pathway alpha
Catalyst harbor prime
- CRD
- #15132
- Ownership
- 24.4%
Showing 2 of 3 owners & executives
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ARACELIS S BELL
Financial Advisor
- CRD
- #2660541
NICHOLAS ISAAC COHEN
Wealth Advisor
- CRD
- #6478467
Insight catalyst
Frontier meridian
- CRD
- #69961
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
Total SMA Asset: $1,156,213,886
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $228,995,868 | 31.6% |
| Cash | $76,090,399 | 10.5% |
| Corporate - Investment Grade | $192,037,674 | 26.5% |
| Equity - Exchange | $177,544,264 | 24.5% |
| Municipal Bonds | $50,002,262 | 6.9% |
| Total | $724,670,467 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION ELEMENT EAGLE | PATHWAY OAK | PIYSE1QJW | JSQL | 10.69% | $45,920,578 |
| PRIME SUMMIT | WAVE CREST | 85CD0I7QV | CSML | 12.55% | $60,649,696 |
| NORTH FRONTIER | MERIDIAN ALPHA | CHDB2SO62 | UDYX | 9.94% | $70,038,825 |
| PIONEER QUANTUM OPTIMA | INSIGHT FUSION | AD75NR6OV | IMZCO | 7.72% | $54,440,515 |
| RIDGE GLACIER | MERIDIAN CREST | EOYEWYOH4 | CMWHS | 11.37% | $4,232,402 |
| PEAK VALUE | INSIGHT OAK | 74SNUOEF1 | RID | 9.84% | $43,137,532 |
| NORTH NORTH | RIDGE BRIDGE | 5C1D23QSP | UHW | 10.01% | $100,067,784 |
| CAPITAL BRIDGE | MERIDIAN SIGNAL | ANS38JW9D | MPN | 12.57% | $95,431,399 |