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AZ

Antigone Z. Zervas

ALASKA WEALTH ADVISORS
Anchorage, AK 99503
Some features on this profile are disabled
CRD#: 7907227
AZ

Professional summary

Antigone Zoe Zervas, who also goes by Antigone Zervas, is a registered financial advisor currently at ALASKA WEALTH ADVISORS located in Anchorage, Alaska.

Antigone is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Antigone has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Antigone Zervas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antigone Zoe Zervas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 8, 2025 - Present

ALASKA WEALTH ADVISORS

Office #1: 3800 Centerpoint Drive Suite 910, Anchorage, AK 99503
RIA
CRD#: 172151
Anchorage, AK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ALASKA WEALTH ADVISORS
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

CRD#: 172151 / SEC#: 801-80133

RIA
Registered Investment Advisory firm - (8/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alaska
(7/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/25/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/2/2024
Securities Industry Essentials Examination

Current Firm

AW
ALASKA WEALTH ADVISORS
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

CRD#: 172151 / SEC#: 801-80133

RIA
Registered Investment Advisory firm - (8/25/2014 Approved)
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Contact information

Main Address
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503
Mailing Address
Phone number
(907) 272-7575
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AWA 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts2,008
AUM (Assets Under Management)$ 925,384,680

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALASKA WEALTH ADVISORS

CRD#: 172151Anchorage, AK 99503

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