Data / Investment advisers / Alaska / Alaska Wealth Advisors
Alaska Wealth Advisors, Anchorage, AK: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alaska Wealth Advisors is an SEC registered investment adviser with its main office in Anchorage, Alaska and reports $1.2 billion in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Alaska Wealth Advisors (CRD number 172151): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 172151
- SEC file number
- 801-80133
- SEC status
- Approved, effective August 25, 2014
- Legal name
- Apcm Wealth Management for Individuals, LLC
- Main office
- 3800 Centerpoint Drive Suite 910, Anchorage, AK 99503
- Phone
- (907) 272-7575
- Regulatory AUM
- $1,156,213,886 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $1,156,213,886
- Accounts
- 2,274
- Employees
- 23, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 332 | $974.4 million |
| Individuals (other than high net worth individuals) | 328 | $150.6 million |
| Pension and profit sharing plans | 1 | $21.3 million |
| Charitable organizations | 6 | $6.6 million |
| Corporations or other businesses | 5 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.16 billion | March 25, 2026 |
| December 1, 2025 | $925.4 million | November 5, 2025 |
Other advisers in Alaska
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alaska Permanent Capital Management, LLC | Anchorage | $4.40 billion | Not listed | adviserinfo.sec.gov |
| Latash Investments, LLC | Anchorage | $1.74 billion | 3 | adviserinfo.sec.gov |
| Bright Road Wealth Management, LLC | Anchorage | $443.3 million | Not listed | adviserinfo.sec.gov |
| Heisten Wrenn Private Wealth, LLC | Anchorage | $231.8 million | Not listed | adviserinfo.sec.gov |
| McKinley Alaska Private Investments, LLC | Anchorage | $206.2 million | 3 | adviserinfo.sec.gov |
| 1207 Capital Group, LLC | Juneau | $162.7 million | 4 | adviserinfo.sec.gov |
| Blue Anchor Wealth Advisors, LLC | Ketchikan | $144.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alaska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alaska Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.