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.
Change Wealth Advisors was founded upon the idea of being truly impactful by serving those we work with as well as those less fortunate. As an investment fiduciary, Change Wealth Advisors is legally bound and committed to serving the best interests of our clients above all else. As responsible citizens, we are committed to serving our respective communities in an endeavor to have a measurably positive impact in the lives of the people who surround us, and to be a model for others. Our belief in putting the interests of our clients and our community first is more than underlying core value and business practice. It's something we live!
General Information |
| Firm Start Year: | 2018 | |
| No.of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab & TD Ameritrade |
| States Licensed in: | AK, NV, CA, CO |
| Number of Years with Current Firm: | 3 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers |
Services |
| Investment Types: | Options & Futures, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Via Email, Your Home, Our Office, Via Phone, Your Office, Video Conference |
Qualifications & Memberships |
| 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% |
Board Positions |
| Organization: | Anchorage East Rotary Anchorage |
| Position : | Special Events Chair |
| Duration : | 07/2018-Currently holding |
| Organization: | Anchorage Chamber of Commerce Anchorage |
| Position : | YPG Treasurer |
| Duration : | 07/2017-07/2019 |
Education |
| BS - Business Administration - Economics |
University of Nevada - Reno
08/1998-05/2003 |
Disclosures |
| https://changewealthadvisors.com/ |
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. |
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
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Mon. | 9:00 AM - 7:00 PM |
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Tue. | 9:00 AM - 7:00 PM |
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Wed. | 9:00 AM - 7:00 PM |
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Thu. | 9:00 AM - 7:00 PM |
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Fri. | 9:00 AM - 7:00 PM |
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