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Paladin Research Report For:

Adam Sikorski

Change Wealth Advisors

AIF®
2430 Copperwood Dr.
Anchorage, AK 99516
907-202-2105

About Adam Sikorski

Adam Sikorski is the Founding Partner of Change Wealth Advisors and a partner at Private Client Wealth Advisors, LLC. He directs and supports the growing team at CWA, designs and manages the investment portfolios used for the firm's clients, and leads the philanthropic efforts.

Born and raised in Soldotna, AK, Adam took an interest in the principles of investing at a young age. In 1992, at the age of 12 he began his journey into the world of investing when he used his savings to purchase his first group of mutual funds and began studying the financial markets. By the age of 15 he decided that working in wealth management was the career for him and he has maintained that track ever since. At 17 he left home to study at the University of Nevada, Reno where he obtained his BS in Business in 2003, majoring in Economics. His professional career in financial services began a few months later when he was hired as a Financial Advisor at Morgan Stanley.

Driven by a desire to change lives for the better, Adam works closely with his clients to develop a plan-based and evidence driven approach to determining what is best for their finances and their story. He has been honing his professional craft since 2003 and enjoys seeing the positive impact in the lives of the people and organizations he works in partnership with.

In his spare time, Adam can be found exploring the outdoors of Alaska with his his dog Bauer, who was affectionately named after his hockey skates.

See Disclosures

General Information

Firm Start Year
  • 2018
No. of Employees
  • 2-4
CRD#
  • 4715258
Firm CRD#
  • 172613
Name of Custodial Firm
  • Charles Schwab & TD Ameritrade
States Licensed in
  • AK, NV, CA, CO
Years of Experience in Financial Services
  • 18
Number of Years with Current Firm
  • 3
Work with the following types of clients
  • Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • AIF®
Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Life, Long Term Care

Firm Information

Firm's Number of Clients
  • 150
Firm's Number of Managed Clients
  • 150
Assets Managed by Firm
  • $60,000,000
Advisor's Number of Clients
  • 55
Advisor's Number of Managed Clients
  • 55
Advisor's Number of Planning Clients
  • 55
Assets Managed by Advisor
  • $40,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets
Fee % Based on Assets
  • 0.95%

Education

BS - Business Administration - Economics

University of Nevada
08/1998 -05/2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://changewealthadvisors.com/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889412/paladinregistry-Change-Wealth-Advisors-detailed-disclosure.html

Disclaimer

Advisory services offered through Private Client Wealth Advisors, LLC; a Colorado registered investment advisor. Private Client Wealth Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Adam Sikorski at 907-202-2105.