ALASKA WEALTH ADVISORS

Legal name: APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

CRD 172151File 801-80133

APPROVED

Retail clients

Custody

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.16B

Above cohort median (national)

Discretionary AUM

$1.16B

Clients

672

2,274 accounts

Employees

Top 25% of cohort in AK

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 25, 2014
Principal office: 3800 CENTERPOINT DRIVE, SUITE 910, ANCHORAGE, AK, 99503
Phone: 907-272-7575
Website: https://www.facebook.com/alaskapermanentcapitalmanagementco/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.16B
Discretionary AUM: $1.16B
Non-discretionary AUM: $0
Discretionary accounts: 2,274
Non-discretionary accounts: 0
Total accounts: 2,274
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$3.4M
Charitable organizations	6	$6.6M
High net worth individuals	332	$974.4M
Pension and profit sharing plans	1	$21.3M
Individuals (other than high net worth individuals)	328	$150.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.