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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| APCM Wealth Management for Individuals LLC
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|---|---|
| CRD # | 172151 |
| SEC # | 801-80133 |
| CIK # | 0001731601 |
| AUM | $925.4 M (2025-05-29) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 907-272-7575 |
| Address | 3800 Centerpoint Drive Anchorage, AK 99503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 3.5 | ||
| Apple Inc | 2.4 | ||
| Northrim Bancorp Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 149.6 |
| (b) Individuals (high net worth individuals) | 279 | 750.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 16.7 |
| (h) Charitable organizations | 6 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,008 | 925.4 |
| By Discretionary | ||
| Discretionary | 2,008 | 925.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,008 | 925.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 925.4 | |
| Total | 2,008 | 925.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731601] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Alaska Permanent Capital Management Co
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|
AK | 4.1 |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 0.9 |
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|---|---|---|
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Detalus Advisors LLC
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MO | 0.9 |
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West Paces Advisors Inc
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GA | 0.9 |
|
Navigation Group LLC
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CA | 0.9 |
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Strata Wealth Advisors LLC
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TX | 0.9 |
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Oarsman Capital Inc
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WI | 0.9 |
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FDX Advisors Inc
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IL | 0.9 |
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Yeske BUIE Inc
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|
VA | 0.9 |
|
Schroder Wealth Management US Limited
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|
0.9 | |
|
1832 Asset Management US Inc
✚
|
0.9 | |
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.9 |