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| APCM Wealth Management for Individuals LLC
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|---|---|
| CRD # | 172151 |
| SEC # | 801-80133 |
| CIK # | 0001731601 |
| AUM | 1,156.2 M (2026-06-29) |
| Employees | 23 (70% 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) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Northrim Bancorp Inc | 7.0 | ||
| Sharonai Holdings Inc | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 150.6 |
| (b) Individuals (high net worth individuals) | 332 | 974.4 |
| (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 | 21.3 |
| (h) Charitable organizations | 6 | 6.6 |
| (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 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,274 | 1,156.2 |
| By Discretionary | ||
| Discretionary | 2,274 | 1,156.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,274 | 1,156.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,156.2 | |
| Total | 2,274 | 1,156.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731601] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 1,156.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
NTV Asset Management LLC
✚
|
WV | 1,159.2 M |
|
Lake Street Private Wealth LLC
✚
|
IL | 1,158.7 M |
|
Frazier Financial Advisors LLC
✚
|
OH | 1,158.5 M |
|
Kerberrose Wealth Management LLC
✚
|
WI | 1,155.2 M |
|
Third View Private Wealth LLC
✚
|
CT | 1,155.0 M |
|
Arkos Global Advisors LLC
✚
|
TX | 1,154.9 M |
|
CVFG LLC
✚
|
IN | 1,154.4 M |
|
Longview Wealth Management Inc
✚
|
GA | 1,153.6 M |
|
Cooper/Haims Advisors LLC
✚
|
NY | 1,152.4 M |
|
Aubrey Capital Management Limited
✚
|
1,152.0 M |