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Leah Ricks Levingston

Alaska Wealth Advisors

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About Leah Ricks Levingston

Leah Levingston is a Registered Investment Advisor Representative with Alaska Wealth Advisors. Leah is located in Anchorage, AK and has been in the industry since August 2020. Leah specializes in providing financial planning, portfolio management for individuals, and portfolio management for profit sharing plans. Leah is a graduate of the University of Alaska Anchorage and holds a Series 65 license. Alaska Wealth Advisors offers a wide range of investment advisory services, including financial planning, portfolio management, and selection of other advisors. They have a strong commitment to their clients and are dedicated to providing them with the highest level of service.

Firm Information

Leah Levingston is currently registered with Alaska Wealth Advisors. Alaska Wealth Advisors is an investment advisor based in Anchorage, AK. The firm manages approximately $874.94 million in regulatory assets under management. Their services include financial planning, portfolio management for individuals, selection of other advisers, and portfolio management for profit sharing plans. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
Alaska Wealth Advisors

3800 CENTERPOINT DRIVE

ANCHORAGE, AK 99503

$874.94M

Assets Under Management

25

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for profit sharing plans

Portfolio management for profit sharing plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leah Levingston’s Registration & Firm History

AK

01/21/2021 - Present

Alaska Wealth Advisors (ANCHORAGE AK)

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Licenses & Designations

IA

Issued 01/12/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leah Ricks Levingston.
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