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  5. CHANGE WEALTH ADVISORS, LLC

CHANGE WEALTH ADVISORS, LLC

CHANGE WEALTH ADVISORS is a Limited Liability Company registed in Alaska. Founded in January 2024, with the entity number 10258645, its principal address is 2430 COPPERWOOD DR, ANCHORAGE, AK 99516. The main line of business of CHANGE WEALTH ADVISORS is Finance and Insurance, confirmed by an Active business license in PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE. Currently in Good Standing, CHANGE WEALTH ADVISORS has been operating for a year. CHANGE WEALTH ADVISORS has 3 key officers and 1 shareholder.

Companies that start with "CHANGE"

Company Details

Legal Name: CHANGE WEALTH ADVISORS, LLC
Entity Type: Limited Liability Company

CHANGE WEALTH ADVISORS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Alaska, LLCs are governed by Title 10, Chapter 50 – Alaska Revised Limited Liability Company Act
Status: Good Standing

The 'Good Standing' status indicates that CHANGE WEALTH ADVISORS, LLC is fully compliant with state regulations, has filed all required reports, paid necessary fees and taxes, and maintained a registered agent. This is a positive indicator of the company's operational health and adherence to legal requirements.
AK Formed Date: 31 Jan 2024 (a year ago)
Duration: Perpetual
Entity Number: 10258645

The entity number, 10258645, is a unique identifier assigned by the Alaska Department of Commerce, Community, and Economic Development to CHANGE WEALTH ADVISORS, LLC. This number can be used to verify the company's registration and access official records.

ZIP code: 99516
County: Anchorage
Home State: ALASKA
Entity Physical Address: 2430 COPPERWOOD DR, ANCHORAGE, AK 99516

Industry & Business Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau

Companies doing Portfolio management and investment advice

Key Officers & Management

Name Role Shares
ADAM SIKORSKI Member 100.00
ADAM SIKORSKI Manager -
ADAM SIKORSKI Registered Agent -

Business Licenses

License Number Type Status Issue Date Date of renewal Expiration date Description
2193039 Business License Active 2024-02-02 - 2025-12-31 LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Companies created on the same day 31 Jan 2024

Anchorage Network Co. Integrated Title Agency, LLC Dan's Autobody LLC ILAT SERVICES LLC JSI STORE FIXTURES INCORPORATED EAST HIGH BOYS BASKETBALL BOOSTER CLUB HILN99, LIMITED PARTNERSHIP OCEAN BREEZE SALT AND SUN, LIMITED PARTNERSHIP WATSON ASSETS, LIMITED PARTNERSHIP DAVIES RISK SERVICES, LLC

Date of last update: 28 Feb 2025

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

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