{
  "crd_number": 172151,
  "slug": "alaska-wealth-advisors-anchorage-ak-172151",
  "primary_business_name": "ALASKA WEALTH ADVISORS",
  "legal_name": "APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC",
  "dbas": [
    "ALASKA WEALTH ADVISORS",
    "AWMI"
  ],
  "city": "Anchorage",
  "state": "AK",
  "country": "United States",
  "cbsa_code": "11260",
  "metro": {
    "cbsa_code": "11260",
    "common_name": "Anchorage",
    "msa_name": "Anchorage, AK",
    "path": "/advisors/ak/anchorage"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-08-25",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 1156213886.0,
  "raum_discretionary": 1156213886.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 6595882.0,
      "count": 6
    },
    "individuals": {
      "raum": 150571236.0,
      "count": 328
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 21270623.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 974372951.0,
      "count": 332
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3403194.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "FL",
    "MO",
    "NE",
    "NH",
    "NV",
    "OR",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://akwealthadvisors.com",
    "https://facebook.com/alaskapermanentcapitalmanagementco",
    "https://instagram.com/alaskawealthadvisors",
    "https://linkedin.com/company/alaska-permanent-capital-management-co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172151",
  "city_as_filed": "ANCHORAGE",
  "url": "https://advisorcensus.com/firm/alaska-wealth-advisors-anchorage-ak-172151",
  "display_name": "Alaska Wealth Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. Alaska Wealth Advisors (CRD 172151): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Alaska Wealth Advisors compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Alaska Wealth Advisors located?",
      "a": "Alaska Wealth Advisors' principal office is in Anchorage, AK, according to its Form ADV."
    },
    {
      "q": "Is Alaska Wealth Advisors registered with the SEC or a state?",
      "a": "Alaska Wealth Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172151."
    },
    {
      "q": "How much does Alaska Wealth Advisors manage?",
      "a": "Alaska Wealth Advisors reports $1,156,213,886 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Alaska Wealth Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Alaska Wealth Advisors serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Alaska Wealth Advisors use?",
      "a": "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."
    },
    {
      "q": "Does Alaska Wealth Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Alaska Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 29, 2026 says: \"In general, our minimum account size is $500,000.\""
    },
    {
      "q": "What changed in Alaska Wealth Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 563377248.0,
      "total_employees": 10,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 710712492.0,
      "total_employees": 11,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 706020834.0,
      "total_employees": 14,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 874935474.0,
      "total_employees": 14,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 925384680.0,
      "total_employees": 18,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1156213886.0,
      "total_employees": 23,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NE, NH, NV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 29, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "In general, our minimum account size is $500,000."
        ]
      }
    ],
    "quotes": [
      "In general, our minimum account size is $500,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/alaska-wealth-advisors-anchorage-ak-172151.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 328,
      "fewer_than_5": false,
      "raum": 150571236.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 332,
      "fewer_than_5": false,
      "raum": 974372951.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 21270623.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 6595882.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3403194.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172151",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}