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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2022
- Office Locations
- 1
Office Locations
About Alaska Wealth Management
Alaska Wealth Management is an Anchorage-based RIA focused on values-first financial planning and investment management for individuals and families navigating retirement, inheritance, education funding, and major life changes. The team builds tailored plans, then takes measured portfolio action using ETFs and fixed income within diversified allocations. Custody includes Charles Schwab and LPL Financial.
Team overview
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Investment Themes
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Owner & Executives
Sean Doody
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Jeffrey Kenneth Paine
Chief Compliance Officer, Owner, Senior Financial Advisor
- CRD
- #5229328
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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