APCM Wealth Management for Individuals LLC


Assets, Funds, Holdings

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APCM Wealth Management for Individuals LLC
CRD #172151
SEC #801-80133
CIK #0001731601
AUM $410.0 MM (85% Disc, 100% US, 2020-09-01)
Employees 9 (67% Investors, 0% Brokers)
Address900 West 5th Avenue
Anchorage, AK 99501
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 6.0
MSFT 747,660.0 0.7
Holdings by Sector ($MM)
EDGAR Form CIK 2011 - 2021
13F-HR [0001731601]
Related Firms State AUM ($BB)
Alaska Permanent Capital Management Co
AK 3.0
APCM Wealth Management for Individuals LLC
AK 0.4
Comparable Firms State AUM ($BB)
Envision Capital Management Inc
CA 0.4
West Advisors Incorporated
IN 0.4
Templeton Financial Services Inc
AZ 0.4
Brent Forrest & Associates LLC
TX 0.4
Compass Asset Management LLC
CT 0.4
Horst & Graben Wealth Management LLC
OR 0.4
The LUTS & Greenleigh Group Inc
MD 0.4
Spotlight Asset Group Inc
IL 0.4
Peninsula Wealth LLC
CA 0.4
TCFG Investment Advisors LLC
CA 0.4
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