Apcm Wealth Management for Individuals provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Apcm Wealth Management for Individuals reports 672 clients. They include 332 high-net-worth individuals, 328 individual clients and 6 charitable organizations. Of its assets, 100.0% ($1.16B across 2,274 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 13% |
| High-net-worth individuals | 49% | 84% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 328 | $151M | 13.0% | $459K |
| High-net-worth individuals | 332 | $974M | 84.3% | $2.93M |
| Pension and profit-sharing plans | 1 | $21.3M | 1.8% | $21.3M |
| Charitable organizations | 6 | $6.6M | 0.6% | $1.1M |
| Corporations and other businesses | 5 | $3.4M | 0.3% | $681K |
| Total | 672 | $1.16B | 100% | $1.72M |
- Clients
- 328
- Regulatory AUM
- $151M
- AUM share
- 13.0%
- Avg. per client
- $459K
- Clients
- 332
- Regulatory AUM
- $974M
- AUM share
- 84.3%
- Avg. per client
- $2.93M
- Clients
- 1
- Regulatory AUM
- $21.3M
- AUM share
- 1.8%
- Avg. per client
- $21.3M
- Clients
- 6
- Regulatory AUM
- $6.6M
- AUM share
- 0.6%
- Avg. per client
- $1.1M
- Clients
- 5
- Regulatory AUM
- $3.4M
- AUM share
- 0.3%
- Avg. per client
- $681K
Total
- Clients
- 672
- Regulatory AUM
- $1.16B
- AUM share
- 100%
- Avg. per client
- $1.72M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Apcm Wealth Management for Individuals charges up to 1.50% for its Account fees. The brochure does not state whether the rate is annual. The fee is negotiable and requires an account of at least $500,000.
Fee details and sources
Alaska Permanent Capital Management, LLC owns 50% to 75% of Apcm Wealth Management for Individuals and is in turn owned by Apcm Holdco LLC (75% or more). It has 23 employees, 16 of them in advisory roles.
Leadership
- Laura BruceCEO
- Amber FrizzellCOO
- Gail MannixCCO
- Dave ValdezCso
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Aracelis S Bell
- Laura Gerber Bruce
- Nicholas Isaac Cohen
- Kirsten Leigh Halpin
- Matthew Robert Knell
- Bryan Laube
- Leah Ricks Levingston
- Connor Patrick Michael
- Meghan Alexandra Muñoz
- Nicole Ponzio Squires
- Derek William Stone
- Dave Mappala Valdez
- Antigone Zoe Zervas
Staff
- 23 employees
- 16 in advisory functions
- 12 state-registered reps
- Owns 50% to 75% of Apcm Wealth Management for Individuals, LLC
Alaska Permanent Capital Management, LLC
Control person · since April 2014
- Owns 75% or more of Alaska Permanent Capital Management, LLC
Apcm Holdco LLC
Control person · since April 2025
- Owns 75% or more of Apcm Holdco LLC
Bu Apcm Spe, LLC
Control person · since April 2025
- Owns 10% to 25% of Apcm Wealth Management for Individuals, LLC
LGB Strategies, LLC
since April 2014
- Owns 75% or more of LGB Strategies, LLC
Laura Bruce
Control person · since April 2014
- Owns 10% to 25% of Apcm Wealth Management for Individuals, LLC
Teach, LLC
since January 2024
Apcm Wealth Management for Individuals’ regulatory assets grew 2.1× from $563M (March 2021) to $1.16B (September 2026); clients rose from 462 to 672 and employees from 10 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.16B | 672 | 23 | 1 |
| May 2025 | $925M | 629 | 18 | 1 |
| March 2024 | $875M | 658 | 14 | 1 |
| January 2023 | $706M | 597 | 14 | 1 |
| April 2022 | $711M | 530 | 11 | 1 |
| March 2021 | $563M | 462 | 10 | 1 |
Besides its headquarters, Apcm Wealth Management for Individuals has 0 offices, with 1 listed address in Alaska.
Alaska · 1 listed address
- 3800 Centerpoint Drive, Suite 910, AnchorageHQ
Other business names
Apcm Wealth Management for Individuals has reported 2 other business names to the SEC.
- Alaska Wealth Advisors
- Awmi
Contact and registration details
- Legal name
- Apcm Wealth Management for Individuals, LLC
- Headquarters
- 3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503
- Website
- alaskawealthadvisors.com
- Phone
- 907-272-7575
- SEC file
- 801-80133
- Founded
- 2014
- Structure
- Alaska LLC
- Fiscal year end
- December
Apcm Wealth Management for Individuals uses Charles Schwab ($1.12B) as custodian for its separately managed accounts. Apcm Wealth Management for Individuals has custody of $395M in client assets for 302 clients.
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $1.12B100%
At year end, Apcm Wealth Management for Individuals’ separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $923M across 90 positions; the largest are State Str SPDR S&P 500 ETF T (23.1%), iShares TR (10.0%) and Vanguard BD Index Fds (9.8%).
What the accounts hold
- Stocks3%
- Funds85%
- Bonds5%
- Investment grade corporate bonds3%
- State and local bonds2%
- Cash7%
Reported 13F holdings
- $923M
- Reported 13F value
- 90
- Positions
- 74.3%
- In the 10 largest
- +10.9%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit23.1%
- iShares TR · Core S&P Mcp ETF10.0%
- Vanguard BD Index Fds · Total Bnd Mrkt9.8%
- Flexshares TR · Stoxx Globr Inf5.7%
- iShares TR · Core MSCI Eafe5.7%
- iShares Inc. · Core MSCI Emkt4.8%
- iShares TR · Core S&P Scp ETF4.4%
- New York Life Investments ET · Hedge Multi Stra4.2%
- Vanguard Charlotte Fds · Total Int BD ETF3.4%
- J P Morgan Exchange Traded F · Betbuld MSCI3.3%
Together, the ten largest are 74.3% of reported value.
How many clients does Apcm Wealth Management for Individuals have?
Apcm Wealth Management for Individuals has 672 clients and manages $1.16 billion for them, as of September 2026. They include 332 high-net-worth individuals, 328 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Apcm Wealth Management for Individuals offer?
Apcm Wealth Management for Individuals provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Apcm Wealth Management for Individuals charge?
Apcm Wealth Management for Individuals charges up to 1.50% for its Account fees. The brochure does not state whether the rate is annual. The fee is negotiable and requires an account of at least $500,000.
Source: AWA 2A, filed 29 June 2026
Which custodians does Apcm Wealth Management for Individuals use?
Apcm Wealth Management for Individuals’ separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $1.12B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Apcm Wealth Management for Individuals have?
Apcm Wealth Management for Individuals has 12 investment adviser representatives registered with state securities authorities, out of 23 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Apcm Wealth Management for Individuals invest in?
At the end of its last fiscal year, Apcm Wealth Management for Individuals’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% exchange-traded equities, 3% investment grade corporate bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Apcm Wealth Management for Individuals have a minimum investment?
Yes, Apcm Wealth Management for Individuals’ minimum account size for its Account fees is $500K.
Source: AWA 2A, filed 29 June 2026
Who owns Apcm Wealth Management for Individuals?
Apcm Wealth Management for Individuals is owned through a chain of holding companies by Laura Bruce and Bu Apcm Spe, LLC. Its direct owners are Alaska Permanent Capital Management, LLC (50% to 75%), LGB Strategies, LLC (10% to 25%) and Teach, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Apcm Wealth Management for Individuals get paid?
Apcm Wealth Management for Individuals is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Apcm Wealth Management for Individuals?
Apcm Wealth Management for Individuals’ main office is at 3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503. Its phone number is 907-272-7575. Its website is alaskawealthadvisors.com.