APCM Wealth Management for Individuals LLC

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Assets, Funds, Holdings

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APCM Wealth Management for Individuals LLC
CRD #172151
SEC #801-80133
CIK #0001731601
AUM $410.0 MM (85% Disc, 100% US, 2020-09-01)
Employees 9 (67% Investors, 0% Brokers)
Phone907-272-7575
Address900 West 5th Avenue
Anchorage, AK 99501
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002010201320172021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 6.0
MSFT 747,660.0 0.7
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
100080060040020002018201920202021
EDGAR Form CIK 2011 - 2021
13F-HR [0001731601]
Related Firms State AUM ($BB)
Alaska Permanent Capital Management Co
AK 3.0
APCM Wealth Management for Individuals LLC
AK 0.4
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Brent Forrest & Associates LLC
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Compass Asset Management LLC
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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
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TCFG Investment Advisors LLC
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