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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2024
- Office Locations
- 2
Office Locations
About Change Wealth Advisors
Change Wealth Advisors is an Alaska-registered RIA providing fiduciary, evidence-based wealth management, financial planning and portfolio construction, including retirement plan guidance. Led by founder Adam Sikorski (AIF) with a partnered financial coach, the firm emphasizes a comprehensive, personalized process and supports client accounts via Charles Schwab. The firm also dedicates resources to organizations combating human trafficking.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 87 clients, or 43.5 clients per representative. That equates to $772.4K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Change Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Adam Sikorski
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #4715258
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Thomas Klein
Wealth Advisor
- CRD
- #7060825
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,202,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,202,885 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Change Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.