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ALASKA WEALTH ADVISORS
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD 172151 · SEC 801-80133
3800 CENTERPOINT DRIVE, SUITE 910, ANCHORAGE, AK, 99503, United States
Phone
907-272-7575
Fax
907-272-7574
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
23 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $150.6M |
| High net worth individuals | 332 | $974.4M |
| Pension/profit sharing plans | 1 | $21.3M |
| Charitable organizations | 6 | $6.6M |
| Corporations/business entities | 5 | $3.4M |
States served
VT, AK, AZ, CA, NE, NV, OR, UT, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD