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Alaska Wealth Advisors
Filed as ALASKA WEALTH ADVISORS · Legal name Apcm Wealth Management for Individuals, LLC
Alaska Wealth Advisors is an SEC-registered investment advisory firm in Anchorage, AK, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.
Quick answers
From the filingHow is Alaska Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Alaska Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Alaska Wealth Advisors located?
Alaska Wealth Advisors' principal office is in Anchorage, AK, according to its Form ADV.
Is Alaska Wealth Advisors registered with the SEC or a state?
Alaska Wealth Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172151.
How much does Alaska Wealth Advisors manage?
Alaska Wealth Advisors reports $1,156,213,886 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).
How have Alaska Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for Alaska Wealth Advisors: Regulatory assets under management: $563,377,248 in the October 2021 data and $1,156,213,886 in the October 2026 data, up 105%. Total employees: 10 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alaska Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (332); individuals (other than high net worth individuals) (328); charitable organizations (6).
Which custodians does Alaska Wealth Advisors use?
Alaska Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Alaska Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172151
Does Alaska Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "In general, our minimum account size is $500,000."
What changed in Alaska Wealth Advisors' recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000
The brochure's wording
In general, our minimum account size is $500,000.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,156,213,886 as of October 2026, filing dated September 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Apcm Wealth Management for Individuals, LLC
- Also doing business as
- ALASKA WEALTH ADVISORS, AWMI
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 23. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,156,213,886 | 23 | September 24, 2026 |
| October 2025 | $925,384,680 | 18 | May 29, 2025 |
| October 2024 | $874,935,474 | 14 | August 23, 2024 |
| October 2023 | $706,020,834 | 14 | September 26, 2023 |
| October 2022 | $710,712,492 | 11 | August 4, 2022 |
| October 2021 | $563,377,248 | 10 | March 30, 2021 |
Regulatory assets under management: $563,377,248 in the October 2021 data and $1,156,213,886 in the October 2026 data, up 105%.
Total employees: 10 in October 2021 and 23 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $925,384,680 to $1,156,213,886 (+25%).
- Employees performing advisory functions went from 10 to 16.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in NE, NH, NV.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alaska Wealth Advisors (CRD 172151): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alaska-wealth-advisors-anchorage-ak-172151