# Alaska Wealth Advisors

> 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.

- CRD: 172151
- Filed as: ALASKA WEALTH ADVISORS
- 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)
- Location: Anchorage, AK
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172151
- AdvisorCensus page: https://advisorcensus.com/firm/alaska-wealth-advisors-anchorage-ak-172151

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: $500,000

> In general, our minimum account size is $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,156,213,886
- Discretionary: $1,156,213,886
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $150,571,236 |
| High net worth individuals | 332 | $974,372,951 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $21,270,623 |
| Charitable organizations | 6 | $6,595,882 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,403,194 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 23 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, FL, MO, NE, NH, NV, OR, TX, UT, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- akwealthadvisors.com
- Facebook @alaskapermanentcapitalmanagementco
- Instagram @alaskawealthadvisors
- LinkedIn @alaska-permanent-capital-management-co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $563,377,248 | 10 | March 30, 2021 |
| October 2022 | $710,712,492 | 11 | August 4, 2022 |
| October 2023 | $706,020,834 | 14 | September 26, 2023 |
| October 2024 | $874,935,474 | 14 | August 23, 2024 |
| October 2025 | $925,384,680 | 18 | May 29, 2025 |
| October 2026 | $1,156,213,886 | 23 | September 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alaska Wealth Advisors (CRD 172151): Form ADV filing data as of October 2026.