RIA Intelligence

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

Legal name: ALASKA WEALTH ADVISORS

CRD #172151 SEC #801-80133 ANCHORAGE, AK 907-272-7575
SEC Registered
Total AUM
$925.4M
Discretionary
$925.4M
Employees
18
Clients
26
Accounts
2,008

AUM Over Time

DateNov 2025
Total AUM$925.4M
Discretionary$925.4M
Non-Disc.$0
Employees18
Clients0
DateAug 2025
Total AUM$925.4M
Discretionary$925.4M
Non-Disc.$0
Employees18
Clients0
DateMay 2025
Total AUM$925.4M
Discretionary$925.4M
Non-Disc.$0
Employees18
Clients0
DateApr 2025
Total AUM$925.4M
Discretionary$925.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$925.4M
Discretionary$925.4M
Non-Disc.$0
Employees18
Clients0
DateOct 2024
Total AUM$874.9M
Discretionary$874.9M
Non-Disc.$0
Employees14
Clients25
DateAug 2024
Total AUM$874.9M
Discretionary$874.9M
Non-Disc.$0
Employees14
Clients25
DateMar 2024
Total AUM$874.9M
Discretionary$874.9M
Non-Disc.$0
Employees14
Clients25
DateSep 2023
Total AUM$706M
Discretionary$706M
Non-Disc.$0
Employees14
Clients25
DateSep 2023
Total AUM$706M
Discretionary$706M
Non-Disc.$0
Employees14
Clients25
DateJan 2023
Total AUM$706M
Discretionary$706M
Non-Disc.$0
Employees14
Clients25
DateAug 2022
Total AUM$710.7M
Discretionary$710.7M
Non-Disc.$0
Employees11
Clients23
DateApr 2022
Total AUM$710.7M
Discretionary$710.7M
Non-Disc.$0
Employees11
Clients23
DateFeb 2022
Total AUM$710.7M
Discretionary$710.7M
Non-Disc.$0
Employees11
Clients23
DateNov 2021
Total AUM$563.4M
Discretionary$563.4M
Non-Disc.$0
Employees10
Clients19
DateMar 2021
Total AUM$563.4M
Discretionary$563.4M
Non-Disc.$0
Employees10
Clients19
DateMar 2021
Total AUM$563.4M
Discretionary$563.4M
Non-Disc.$0
Employees10
Clients19
DateFeb 2021
Total AUM$410M
Discretionary$347M
Non-Disc.$63M
Employees9
Clients20
DateDec 2020
Total AUM$410M
Discretionary$347M
Non-Disc.$63M
Employees9
Clients20
DateSep 2020
Total AUM$410M
Discretionary$347M
Non-Disc.$63M
Employees9
Clients20
DateJun 2020
Total AUM$410M
Discretionary$347M
Non-Disc.$63M
Employees9
Clients20
DateMar 2020
Total AUM$410M
Discretionary$347M
Non-Disc.$63M
Employees9
Clients20
DateApr 2019
Total AUM$361.1M
Discretionary$361.1M
Non-Disc.$0
Employees9
Clients20
DateMar 2019
Total AUM$361.1M
Discretionary$361.1M
Non-Disc.$0
Employees9
Clients20
DateMar 2018
Total AUM$327.7M
Discretionary$327.7M
Non-Disc.$0
Employees8
Clients20
DateMar 2017
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$184.7M
Discretionary$183.7M
Non-Disc.$1M
Employees4
Clients100
DateAug 2015
Total AUM$165M
Discretionary$164M
Non-Disc.$1M
Employees3
Clients100
DateMar 2015
Total AUM$128M
Discretionary$127M
Non-Disc.$1M
Employees2
Clients100
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0