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| APCM Wealth Management for Individuals LLC
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| |
|---|---|
| CRD # | 172151 |
| SEC # | 801-80133 |
| CIK # | 0001731601 |
| AUM | $874.9 MM (2024-08-23) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 907-272-7575 |
| Address | 3800 Centerpoint Drive Anchorage, AK 99503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DBE | 6.5 | ||
| K | 23,945.0 | 3.1 | |
| AAPL | 2,382,844.0 | 2.8 | |
| MSFT | 1,918,222.4 | 1.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 368 | 155.2 |
| (b) Individuals (high net worth individuals) | 278 | 697.2 |
| (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 | 14.1 |
| (h) Charitable organizations | 6 | 6.0 |
| (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 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,004 | 874.9 |
| By Discretionary | ||
| Discretionary | 2,004 | 874.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,004 | 874.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 874.9 | |
| Total | 2,004 | 874.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731601] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Alaska Permanent Capital Management Co
✚
|
AK | 4.0 |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 0.9 |
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|---|---|---|
|
Stage Harbor Financial LLC
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|
MA | 0.9 |
|
Stansberry Asset Management LLC
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TX | 0.9 |
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MI | 0.9 |
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Tarbox Family Office Inc
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CA | 0.9 |
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Aspire Growth Partners LLC
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FL | 0.9 |
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VA | 0.9 |
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St Clair Advisors LLC
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OH | 0.9 |
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Riverwater Partners LLC
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WI | 0.9 |
|
Cedar Mountain Advisors LLC
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OR | 0.9 |
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Lathrop Investment Management Corp
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|
AR | 0.9 |