Change Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Change Wealth Advisors provides discretionary portfolio management and ongoing financial planning primarily for individual and high‑net‑worth clients. The firm tailors plans to clients’ goals, risk tolerance, and cash‑flow needs and does not impose a formal account minimum.
The firm’s investment approach is grounded in Modern Portfolio Theory and typically uses ETF, index fund, and mutual fund models to construct diversified, long‑term allocations and client‑specific model portfolios. CWA also employs higher‑risk strategies — including margin and options trading — and generally seeks discretionary authority to implement its investment recommendations.
Notable features that differentiate the firm include a requirement that client accounts be held at Schwab Institutional and disclosure that the firm may receive custodial research and services (soft‑dollar benefits) tied to that relationship. CWA is a recently formed, small advisory team that does not select third‑party managers, uses standing authorizations for third‑party transfers in some client accounts, and identifies a representative who maintains a non‑financial outside business as a flight instructor.
Client services
Expertise
Fee options
$3,000 flat fee for ongoing financial planning services for clients below $300,000 AUM (charged as $250/month)
$0 - $200,000: 1.5% $200,001+: 1.00%
Account minimum: $300,000
Main office
See officeAnchorage AK
Advisors at this office
1
Most active in
Alaska · Hawaii · Nevada · Texas · Washington
Also doing business as
Change Wealth Advisors · Change Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Adam S
Series 65, Series 66
Anchorage, AK
Change Wealth Advisors
Adam Sikorski is a financial advisor at Change Wealth Advisors with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Private Client Wealth Advisors, First National Bank Alaska, and Morgan Stanley. Adam is based in Anchorage, AK. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a Modern Portfolio Theory-based approach with diversified portfolios constructed from ETFs, index funds, and mutual funds, and also employs higher-risk strategies such as margin and options trading.
Thomas K
Series 65
Port Orchard, WA
Change Wealth Advisors
Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.
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