Cso · Alaska Wealth Advisors
Dave M. Valdez
CRD 4992763 · Named on Form ADV at one SEC-registered adviser
At a glance
Alaska Wealth Advisors, an SEC-registered wealth manager based in Anchorage, AK with $1.2 billion in regulatory assets, lists Dave M. Valdez on its Form ADV as Cso, a control person.
Firms and roles
- Alaska Wealth AdvisorsCsoWealth manager · Anchorage, AK · $1.2B in regulatory assets
AtlasMembers
Dave’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Laura G. BruceCEO, Alaska Wealth Advisors
- Gail C. MannixCCO, Alaska Wealth Advisors
- Amber FrizzellCOO, Alaska Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dave’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.