AdvizorPro

Change Wealth Advisors

Change Wealth Advisors. CRD 330182

Change Wealth Advisors logo

CRD: 330182

Change Wealth Advisors

Anchorage, AK
9072022105
changewealthadvisors.com
$67.2M Total AUM
$67.2M Disc. AUM
-- 3Y CAGR
2 Employees
87 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Quantum waveHarbor vector +more
Established Date
05-01-2024
Office Locations
2

Office Locations

-- Anchorage AK
-- Port Orchard WA

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.

Team overview

31 AVG AGE
$33.6M AVG AUM / ADVISOR
$772.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

Premium access reveals conviction themes in quantum eagle.
Upgrade to reveal position-level detail across atlas quantum.
Unlock to see real insight on summit bridge.
Premium access reveals conviction themes in north matrix frontier.
Request access to benchmark trends tied to frontier insight.
Unlock to compare peer behavior around unison pathway.
Full visibility includes strategy notes for oak matrix.
Open the full profile to inspect shifts in glacier vector.

Asset Classes

Signal

Custodian

Bridge Vector peak Meridian frontier Horizon Summit alpha Crest eagle Matrix

Fund Managers

Signal alpha

Investment Themes

Capital

Investment Vehicles

Optima prime

Services

Peak Capital Frontier Beacon momentum Radial Harbor Glacier Crest foundation

Technology

Insight Quantum optima Fusion

Owner & Executives

A

Adam Sikorski

Chief Compliance Officer, Owner, Wealth Advisor

CRD
#4715258
Ownership
75% or more
(687) 504-6778
ridge.signal@matrixcapital.com
in linkedin.com/in/peak-horizon

Showing 1 of 1 owners & executives

Unlock all

Contacts

Thomas Klein

Thomas Klein

Wealth Advisor

CRD
#7060825
(914) 235-8230
vector.catalyst@vertexcapital.com
in linkedin.com/in/alpha-crest

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $67,202,885 --
Non-Discretionary $0 --
Total $67,202,885 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $67,202,885

$67.2M Total SMA
Public Funds:
38.4%
Equity - Exchange:
33.5%
Cash:
28.1%
Asset class Assets Assets %
Public Funds $1,305,568,391 38.4%
Equity - Exchange $1,138,972,424 33.5%
Cash $955,376,870 28.1%
Total $3,399,917,685 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform