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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ALASKA WEALTH ADVISORS

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC, CRD 172151

ANCHORAGE, AK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71dd4e79-21c9-2c8a-6e15-3ca20c616904

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 10
On other graphs: 0
Observed: Jul 23, 2014 to Jun 29, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $88.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 23
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,274
Individual clients: 328
High net worth clients: 332
Custody, client assets: $395M
SEC number: 801-80133
CIK: 1731601
CRD: 172151
Filings on the tape: 36
First filed: Jul 23, 2014
Latest filed: Jun 29, 2026
Organised: Limited Liability Company, AK

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAURA GERBER BRUCE	Certified Financial Planner\|Chartered Financial Consultant	ANCHORAGE, AK	11	29	3	no
Connor Patrick Michael	Certified Financial Planner	ANCHORAGE, AK	8	10	n/a	no
NICHOLAS ISAAC COHEN	Certified Financial Planner	ANCHORAGE, AK	7	10	4	no
Meghan Alexandra Muñoz	Certified Financial Planner	ANCHORAGE, AK	7	12	n/a	no
Leah Ricks Levingston	n/a	ANCHORAGE, AK	5	11	n/a	no
DAVE MAPPALA VALDEZ	Chartered Financial Consultant	ANCHORAGE, AK	3	20	9	no
NICOLE PONZIO SQUIRES	n/a	ANCHORAGE, AK	3	11	2	no
Derek William Stone	n/a	ANCHORAGE, AK	2	12	n/a	no
ARACELIS S BELL	n/a	ANCHORAGE, AK	2	26	1	no
Matthew Robert Knell	Certified Financial Planner	ANCHORAGE, AK	1	21	6	no
KIRSTEN LEIGH HALPIN	Chartered Financial Analyst	ANCHORAGE, AK	0	10	n/a	no
Bryan Laube	Certified Financial Planner	ANCHORAGE, AK	0	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANNIX, GAIL, CAROLYN	Cco	Na	yes	04/2026	Jun 29, 2026	Jun 29, 2026
ALASKA PERMANENT CAPITAL MANAGEMENT CO	MANAGING MEMBER	D	yes	04/2014	Jul 23, 2014	Oct 14, 2024
BRUCE, LAURA, GERBER	SOLE MEMBER	E	yes	04/2014	Jul 23, 2014	Oct 14, 2024
ROSE, EVAN, DENALI	Ceo	D	yes	04/2014	Jul 23, 2014	Oct 14, 2024
ROSE, EVAN, DENALI	CEO/CCO	Na	yes	04/2014	Jul 23, 2014	Oct 14, 2024
BRUCE, LAURA, GERBER	Ceo	Na	no	04/2025	Jun 29, 2026	Jun 29, 2026
LGB STRATEGIES, LLC	MEMBER MEMBER	B	no	04/2014	Jun 29, 2026	Jun 29, 2026
VALDEZ, DAVE, MAPPALA	Cso	Na	no	04/2025	Jun 29, 2026	Jun 29, 2026
LBG STRATEGIES, LLC	Member	B	no	04/2014	Jul 23, 2014	Oct 14, 2024
TEACH, LLC	MANAGING MEMBER	B	no	01/2024	Mar 28, 2024	Oct 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALASKA PERMANENT CAPITAL MANAGEMENT CO	n/a	Institutional manager	$4.4B	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$1.2B	$1.2B	23	16	0	n/a	n/a
2024	Apr 14, 2025	$925M	$925M	18	10	0	n/a	n/a
2023	Mar 28, 2024	$875M	$875M	14	13	0	n/a	n/a
2022	Jan 24, 2023	$706M	$706M	14	13	0	n/a	n/a
2021	Feb 22, 2022	$711M	$711M	11	10	0	n/a	n/a
2020	Mar 29, 2021	$563M	$563M	10	9	0	n/a	n/a
2019	Mar 30, 2020	$410M	$347M	9	6	0	n/a	n/a
2018	Mar 7, 2019	$361M	$361M	9	6	0	n/a	n/a
2017	Mar 28, 2018	$328M	$328M	8	6	0	n/a	n/a
2016	Mar 24, 2017	$235M	$235M	5	4	n/a	n/a	n/a
2015	Mar 29, 2016	$185M	$184M	4	3	n/a	n/a	n/a
2014	Mar 25, 2015	$128M	$127M	2	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$925M	24.9%	$706M	17.9%	23	18	0	0

Relationships

Registered with (19)

← Bryan LaubeAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← KIRSTEN LEIGH HALPINAdvisorregistration: current employment
Apr 13, 2026 to presentfactForm ADV
← Matthew Robert KnellAdvisorregistration: current employment
Jul 17, 2025 to presentfactForm ADV
← Antigone Zoe ZervasAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← ARACELIS S BELLAdvisorregistration: current employment
Aug 19, 2024 to presentfactForm ADV
← Derek William StoneAdvisorregistration: current employment
Jan 12, 2024 to presentfactForm ADV
← NICOLE PONZIO SQUIRESAdvisorregistration: current employment
Jul 18, 2023 to presentfactForm ADV
← DAVE MAPPALA VALDEZAdvisorregistration: current employment
Jan 12, 2023 to presentfactForm ADV
← Leah Ricks LevingstonAdvisorregistration: current employment
Jan 21, 2021 to presentfactForm ADV
← Meghan Alexandra MuñozAdvisorregistration: current employment
Jun 24, 2019 to presentfactForm ADV
← NICHOLAS ISAAC COHENAdvisorregistration: current employment
Jun 21, 2019 to presentfactForm ADV
← Connor Patrick MichaelAdvisorregistration: current employment
Jun 6, 2018 to presentfactForm ADV
← LAURA GERBER BRUCEAdvisorregistration: current employment
Feb 12, 2015 to presentfactForm ADV
← Stanislav MoiseevAdvisorregistration: previous registration
Jan 12, 2023 to Aug 27, 2025factForm ADV
← MARIETTA OBYRNE HALLAdvisorregistration: previous registration
Oct 19, 2016 to May 23, 2024factForm ADV
← Katelynn Anne TothAdvisorregistration: previous registration
Apr 29, 2022 to May 23, 2024factForm ADV
← WENWEN DONGAdvisorregistration: previous registration
Jan 21, 2021 to Nov 18, 2021factForm ADV
← Jasmine Reed GilpinAdvisorregistration: previous registration
Oct 30, 2019 to Apr 8, 2021factForm ADV
← Kailie Middleton AbascalAdvisorregistration: previous registration
Feb 22, 2017 to Mar 14, 2019factForm ADV

Affiliated with (2)

→ ALASKA PERMANENT CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← ALASKA PERMANENT CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Owns (2)

← LBG STRATEGIES, LLCOwnerMEMBER, ownership code B, domestic entity
Jul 23, 2014 to Oct 14, 2024factForm ADV
← TEACH, LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
Mar 28, 2024 to Oct 14, 2024factForm ADV

Controls (3)

← ALASKA PERMANENT CAPITAL MANAGEMENT COOwnerMANAGING MEMBER, ownership code D, domestic entity
Jul 23, 2014 to Oct 14, 2024factForm ADV
← ROSE, EVAN, DENALIOwnerCEO, ownership code D, individual
Jul 23, 2014 to Oct 14, 2024factForm ADV
← BRUCE, LAURA, GERBEROwnerSOLE MEMBER, ownership code E, individual
Jul 23, 2014 to Oct 14, 2024factForm ADV

Dated events

Occurred
Aug 27, 2025
Advisor changed firm
Stanislav Moiseev left Alaska Wealth Advisors for Lpl Financial Llc (registered 2025-09-15)
Form ADVobserved 4 days ago
Occurred
May 23, 2024
Advisor changed firm
Marietta Obyrne Hall left Alaska Wealth Advisors for Lpl Financial Llc (registered 2024-06-03)
Form ADVobserved 4 days ago
Occurred
May 23, 2024
Advisor changed firm
Katelynn Anne Toth left Alaska Wealth Advisors for Avier Wealth Advisors (registered 2024-05-17)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2023
Control person left
Mary Catherine Straub (Sole Member) no longer on Schedule A of Alaska Wealth Advisors (listed 2023-09-01, absent 2023-09-26)
Form ADVobserved 4 days ago
Occurred
Jan 24, 2023
Control person left
Elizabeth Kimberly Butler (Cco) no longer on Schedule A of Alaska Wealth Advisors (listed 2022-08-04, absent 2023-01-24)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2022
Regulatory AUM changed
Alaska Wealth Advisors reported RAUM $710.7M, up 26% from $563.4M (2021-11-10 to 2022-02-22)
Form ADVobserved 4 days ago
$147M
Occurred
Feb 22, 2022
Control person joined
Elizabeth Kimberly Butler (Cco) appeared on Schedule A of Alaska Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Alaska Wealth Advisors reported RAUM $563.4M, up 37% from $410.0M (2021-02-12 to 2021-03-29)
Form ADVobserved 4 days ago
$153M
Occurred
Dec 7, 2020
Control person left
Christine Julee Farley (Cco) no longer on Schedule A of Alaska Wealth Advisors (listed 2020-09-01, absent 2020-12-07)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2014
First Form ADV filing
Apcm Wealth Management For Individuals, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71dd4e79-21c9-2c8a-6e15-3ca20c616904
First observed: Jul 23, 2014
Last observed: Jun 29, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALASKA WEALTH ADVISORS

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC, CRD 172151

ANCHORAGE, AK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71dd4e79-21c9-2c8a-6e15-3ca20c616904

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAURA GERBER BRUCE

Certified Financial Planner|Chartered Financial Consultant

ANCHORAGE, AK

Connor Patrick Michael

Certified Financial Planner

ANCHORAGE, AK

n/a

NICHOLAS ISAAC COHEN

Certified Financial Planner

ANCHORAGE, AK

Meghan Alexandra Muñoz

Certified Financial Planner

ANCHORAGE, AK

n/a

Leah Ricks Levingston

n/a

ANCHORAGE, AK

n/a

DAVE MAPPALA VALDEZ

Chartered Financial Consultant

ANCHORAGE, AK

NICOLE PONZIO SQUIRES

n/a

ANCHORAGE, AK

Derek William Stone

n/a

ANCHORAGE, AK

n/a

ARACELIS S BELL

n/a

ANCHORAGE, AK

Matthew Robert Knell

Certified Financial Planner

ANCHORAGE, AK

KIRSTEN LEIGH HALPIN

Chartered Financial Analyst

ANCHORAGE, AK

n/a

Bryan Laube

Certified Financial Planner

ANCHORAGE, AK

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANNIX, GAIL, CAROLYN

Cco

yes

04/2026

Jun 29, 2026

ALASKA PERMANENT CAPITAL MANAGEMENT CO

MANAGING MEMBER

yes

04/2014

Jul 23, 2014

Oct 14, 2024

BRUCE, LAURA, GERBER

SOLE MEMBER

yes

04/2014

Jul 23, 2014

Oct 14, 2024

ROSE, EVAN, DENALI

Ceo

yes

04/2014

Jul 23, 2014

Oct 14, 2024

ROSE, EVAN, DENALI

CEO/CCO

yes

04/2014

Jul 23, 2014

Oct 14, 2024

BRUCE, LAURA, GERBER

Ceo

04/2025

Jun 29, 2026

LGB STRATEGIES, LLC

MEMBER MEMBER

04/2014

Jun 29, 2026

VALDEZ, DAVE, MAPPALA

Cso

04/2025

Jun 29, 2026

LBG STRATEGIES, LLC

Member

04/2014

Jul 23, 2014

Oct 14, 2024

TEACH, LLC

MANAGING MEMBER

01/2024

Mar 28, 2024

Oct 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALASKA PERMANENT CAPITAL MANAGEMENT CO

n/a

Institutional manager

$4.4B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$1.2B

n/a

2024

Apr 14, 2025

$925M

n/a

2023

Mar 28, 2024

$875M

n/a

2022

Jan 24, 2023

$706M

n/a

2021

Feb 22, 2022

$711M

n/a

2020

Mar 29, 2021

$563M

n/a

2019

Mar 30, 2020

$410M

$347M

n/a

2018

Mar 7, 2019

$361M

n/a

2017

Mar 28, 2018

$328M

n/a

2016

Mar 24, 2017

$235M

n/a

2015

Mar 29, 2016

$185M

$184M

n/a

2014

Mar 25, 2015

$128M

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$925M

24.9%

$706M

17.9%