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ALASKA WEALTH ADVISORS
Legal name: APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD 172151File 801-80133
APPROVED
Retail clients
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Clients
672
2,274 accounts
Employees
23
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 23 | increased by5 |
| Apr 1, 2026 | Clients | 629 | 672 | increased by43 |
| Apr 1, 2026 | AUM | $925,384,680 | $1,156,213,886 | increased by$230,829,206 |
| Apr 1, 2026 | Accounts | 2,008 | 2,274 | increased by266 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 18 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 530 | 629 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $710,712,492 | $925,384,680 | increased by$214,672,188 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,553 | 2,008 | increased by455 |
| Mar 1, 2022 | Employees | 10 | 11 | increased by1 |
| Mar 1, 2022 | Clients | 462 | 530 | increased by68 |
| Mar 1, 2022 | AUM | $563,377,248 | $710,712,492 | increased by$147,335,244 |
| Mar 1, 2022 | Accounts | 1,320 | 1,553 | increased by233 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALASKA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALASKA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.