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Apcm Wealth Management for Individuals, LLC

● SEC registered since 2014CRD 172151SEC# 801-80133Anchorage, AK
Export (members)
Reg. AUM
$925.4M
Employees
18
Accounts
2,008
Location
Anchorage, AK

Apcm Wealth Management for Individuals, LLC assets under management

Apcm Wealth Management for Individuals, LLC is a registered investment adviser overseen by the SEC based in Anchorage, AK. The firm has been registered since 2014. It reports $925.4 million in regulatory assets under management and employs 18 people.

Apcm Wealth Management for Individuals, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alaska Permanent Capital Management, LLC ControlManaging Member50-75%2014
Dave Mappala ValdezCooUnder 5%2025
Evan Denali Rose ControlCcoUnder 5%2014
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Frequently asked questions

How much does Apcm Wealth Management for Individuals, LLC manage?

Apcm Wealth Management for Individuals, LLC reports $925.4 million in regulatory assets under management on its Form ADV.

How many employees does Apcm Wealth Management for Individuals, LLC have?

Apcm Wealth Management for Individuals, LLC reports 18 employees.

Where is Apcm Wealth Management for Individuals, LLC located?

Apcm Wealth Management for Individuals, LLC is based in Anchorage, AK and has been SEC-registered since 2014.

Does Apcm Wealth Management for Individuals, LLC disclose fund performance?

Apcm Wealth Management for Individuals, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503
Phone907-272-7575
Fax907-272-7574
Office hours8a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1731601
Discloses disciplinary historyNo

Assets under management

Discretionary$925.4M
Non-discretionary$0
Total (RAUM)$925.4M