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  5. Wealth Strategies of Alaska, LLC

Wealth Strategies of Alaska, LLC

Contents

Company Details

Name: Wealth Strategies of Alaska, LLC
Jurisdiction: Alaska
Legal type: Limited Liability Company
Status: Good Standing
Date of registration: 24 Feb 2010 (15 years ago)
Entity Number: 127550
ZIP code: 99503
County: Anchorage
Place of Formation: ALASKA
Address: 4300 B STREET STE 507, ANCHORAGE, AK 99503

Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Officers

Name Role
Michael Heitman Manager
Michael Heitman Registered Agent
HEITMAN FAMILY TRUST DATED AUGUST 16, 2022 Member

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2023 273113974 2024-08-26 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2024-08-26
Name of individual signing MICK HEITMAN
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2022 273113974 2023-06-09 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2023-06-09
Name of individual signing MICK HEITMAN
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2021 273113974 2022-06-08 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2022-06-08
Name of individual signing MICK HEITMAN
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2020 273113974 2021-06-02 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2021-06-02
Name of individual signing MICK HEITMAN
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2019 273113974 2020-06-10 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2020-06-10
Name of individual signing MICK HEITMAN
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2018 273113974 2019-06-06 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2019-06-06
Name of individual signing MICK HEITMAN
WEALTH STRATEGIES OF ALASKA, LLC 401(K) PLAN 2017 273113974 2018-03-01 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor WEALTH STRATEGIES OF ALASKA, LLC
Business code 523900
Sponsor’s telephone number 9075614423
Plan sponsor’s address 4300 B STREET, SUITE 507, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2018-03-01
Name of individual signing MICK HEITMAN

Licenses

Type License Number Status Date of issue Date of renewal Expiration date Description
Business License 947145 Active 2010-08-18 2023-10-04 2025-12-31 LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Date of last update: 11 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development

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