Leah
Levingston
Alaska Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Leah Levingston is a financial advisor operating out of Anchorage, Alaska with 2 years of relevant experience. Levingston is currently employed by Alaska Wealth Advisors. Levingston has gained experience at Apcm Wealth Management For Individuals, All Alaska Tours, Era Helicopters and Western Washington University Alumni Association. Levingston has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Alaska. Alaska Wealth Advisors is an advisory company based in Anchorage, AK. It handles $706 million in assets among its 1,726 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm advises six charities and foundations. Of its 1,726 client accounts, 38% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Alaska Wealth Advisors most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alaska Wealth Advisors Brokerage Details
$706,020,834
14
1,726
$409,050
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Leah Levingston Work History
Leah has been registered as a financial advisor for 2 years.*
Apcm Wealth Management For Individuals
All Alaska Tours
Era Helicopters
Western Washington University Alumni Association
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leah Levingston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alaska Wealth Advisors
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
