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Adam Sikorski

Change Wealth Advisors

2430 Copperwood Dr.

Anchorage, AK 99516

907-202-2105

A Personalized Approach to Evidence Based Wealth Management

About Change Wealth Advisors

Change Wealth Advisors was founded upon the idea of being truly impactful by serving those we work with as well as those less fortunate. As an investment fiduciary, Change Wealth Advisors is legally bound and committed to serving the best interests of our clients above all else. As responsible citizens, we are committed to serving our respective communities in an endeavor to have a measurably positive impact in the lives of the people who surround us, and to be a model for others. Our belief in putting the interests of our clients and our community first is more than underlying core value and business practice. It's something we live!

General Information

Firm Start Year

2018

No.of Employees

2-4

CRD#

4715258

Firm CRD#

172613

Name of Custodial Firm

Charles Schwab & TD Ameritrade

States Licensed in

AK, NV, CA, CO

Years of Experience in Financial Services

18

Number of Years with Current Firm

3

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management

Services

Investment Types

Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Insurance, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Long Term Care

Firm Information

Firm's Number of Clients

150

Firm's Number of Managed Clients

150

Assets Managed by Firm

$60,000,000

Advisor's Number of Clients

55

Advisor's Number of Managed Clients

55

Advisor's Number of Planning Clients

55

Assets Managed by Advisor

$40,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.95%

Education

BS - Business Administration - Economics

University of Nevada
08/1998 - 05/2003

Disclosures

https://changewealthadvisors.com/

Disclaimer

Advisory services offered through Private Client Wealth Advisors, LLC; a Colorado registered investment advisor. Private Client Wealth Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Adam Sikorski at 907-202-2105.