DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Alaska Wealth Advisors

Independent wealth managerAnchorage, AlaskaCRD 172151SEC 801-80133websiteIAPD
Legal name Apcm Wealth Management For Individuals, LLC
Latest filing Jun 29, 2026
First filing on the tape Jul 23, 2014 · 36 filings
SEC status approved since Aug 25, 2014
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$1.1B individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$88.9M
derived; firm RAUM over IAPD count
Employees
23
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$1.2B as of Jun 29, 2026
Mar 25, 2015$128M then
HNW client RAUM$974M as of Jun 29, 2026
Mar 28, 2018$240M then
State-registered IARs (5.B.3)12 as of Jun 29, 2026
Mar 25, 20152 then
Employees (5.A)23 as of Jun 29, 2026
Mar 25, 20152 then
Private funds: no history
RAUM +25% over the last fiscal year+18% a year over threeIARs 10 to 12
Practice profile
derived from the filing of Jun 29, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
RAUM per advisor
$88.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
51derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.9MderivedHNW RAUM over HNW clients
Average account
$508,449derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
13.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+25%derivedbetween the last two annual amendments
Advisor growth, one year
+20%derivedItem 5.B.3 between annual amendments
Client growth, one year
+7.0%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
Financial planning clients
500reportedItem 5.H
Custody
$395M, 302 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$974M84%
  • Individuals$151M13%
  • Pension and profit-sharing plans$21.3M1.8%
  • Charitable organizations$6.6M0.6%
  • Corporations and businesses$3.4M0.3%
Individual clients
328reported
HNW clients
332reported
Pension plan clients
1reported
Charitable clients
6reported
Accounts
2,274reported
Financial planning clients
500reported
Wrap fee programs
noreported
Custody of client assets
$395M for 302 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Laura Gerber BruceCertified Financial Planner, Chartered Financial ConsultantAnchorage, AkFeb 12, 201529 y3
Connor Patrick MichaelCertified Financial PlannerAnchorage, AkJun 6, 201810 y0
Nicholas Isaac CohenCertified Financial PlannerAnchorage, AkJun 21, 201910 y4
Meghan Alexandra MuñOzCertified Financial PlannerAnchorage, AkJun 24, 201912 y0
Leah Ricks LevingstonAnchorage, AkJan 21, 202111 y0
Dave Mappala ValdezChartered Financial ConsultantAnchorage, AkJan 12, 202320 y9
Nicole Ponzio SquiresAnchorage, AkJul 18, 202311 y2
Derek William StoneAnchorage, AkJan 12, 202412 y0
Aracelis S BellAnchorage, AkAug 19, 202426 y1
Matthew Robert KnellCertified Financial PlannerAnchorage, AkJul 17, 202521 y6
Kirsten Leigh HalpinChartered Financial AnalystAnchorage, AkApr 13, 202610 y0
Bryan LaubeCertified Financial PlannerAnchorage, AkSep 1, 202613 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Carolyn Gail Mannix · Ccocontrol
    since 04/2026 · owns less than 5%
  • Denali Evan Rose · Ceo/Ccocontrol
    since 04/2014 · owns less than 5%
  • Gerber Laura Bruce · Sole Membercontrol
    since 04/2014 · owns 75% or more of Lbg Strategies, LLC
  • Denali Evan Rose · Ceocontrol
    since 04/2014 · owns 50% to 75% of Alaska Permanent Capital Management Inc.
  • Gerber Laura Bruce · Ceo
    since 04/2025 · owns less than 5%
  • Mappala Dave Valdez · Cso
    since 04/2025 · owns less than 5%
Entity owners
  • Alaska Permanent Capital Management Co · Managing Member
    direct · owns 50% to 75%
  • Lbg Strategies, LLC · Member
    direct · owns 10% to 25%
  • Lgb Strategies, LLC · Member Member
    direct · owns 10% to 25%
  • Teach, LLC · Managing Member
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
Advisers that list Alaska Wealth Advisors as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Anchorage, Ak · principal1320
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
  • control person changedChange between filings · filing Jun 29, 2026
    MANNIX, GAIL, CAROLYN (CCO) appeared on Schedule A between the filings of 2024-03-28 and 2026-06-29
    peers: independent wealth managers, $1B to $5B (1,360)
  • control person changedChange between filings · filing Jun 29, 2026
    ROSE, EVAN, DENALI (CEO/CCO) left Schedule A between the filings of 2024-03-28 and 2026-06-29
    peers: independent wealth managers, $1B to $5B (1,360)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 2,008 to 2,274
    Nov 5, 2025 to Mar 25, 2026
  • Advisory employees · 10 to 16
    Nov 5, 2025 to Mar 25, 2026
  • HNW clients · 279 to 332
    Nov 5, 2025 to Mar 25, 2026
  • Individual clients · 338 to 328
    Nov 5, 2025 to Mar 25, 2026
  • Assets in custody · $335M to $395M
    Nov 5, 2025 to Mar 25, 2026
  • Employees · 18 to 23
    Nov 5, 2025 to Mar 25, 2026
  • Financial planning clients · 26-50 to More than 500
    Nov 5, 2025 to Mar 25, 2026
  • State-registered IARs · 10 to 12
    Nov 5, 2025 to Mar 25, 2026
  • Discretionary RAUM · $925M to $1.2B
    Nov 5, 2025 to Mar 25, 2026
  • HNW RAUM · $750M to $974M
    Nov 5, 2025 to Mar 25, 2026
  • Individual RAUM · $150M to $151M
    Nov 5, 2025 to Mar 25, 2026
  • Pension RAUM · $16.7M to $21.3M
    Nov 5, 2025 to Mar 25, 2026
  • RAUM · $925M to $1.2B
    Nov 5, 2025 to Mar 25, 2026
  • Financial planning clients · 26-50 to 26-50
    Apr 14, 2025 to May 29, 2025
  • Accounts · 2,004 to 2,008
    Oct 14, 2024 to Apr 14, 2025
  • Advisory employees · 13 to 10
    Oct 14, 2024 to Apr 14, 2025
  • HNW clients · 278 to 279
    Oct 14, 2024 to Apr 14, 2025
  • Individual clients · 368 to 338
    Oct 14, 2024 to Apr 14, 2025
  • Assets in custody · $198M to $335M
    Oct 14, 2024 to Apr 14, 2025
  • Employees · 14 to 18
    Oct 14, 2024 to Apr 14, 2025
  • Financial planning clients · More than 500 to 26-50
    Oct 14, 2024 to Apr 14, 2025
  • State-registered IARs · 13 to 10
    Oct 14, 2024 to Apr 14, 2025
  • Discretionary RAUM · $875M to $925M
    Oct 14, 2024 to Apr 14, 2025
  • HNW RAUM · $697M to $750M
    Oct 14, 2024 to Apr 14, 2025
  • Individual RAUM · $155M to $150M
    Oct 14, 2024 to Apr 14, 2025
  • Pension RAUM · $14.1M to $16.7M
    Oct 14, 2024 to Apr 14, 2025
  • RAUM · $875M to $925M
    Oct 14, 2024 to Apr 14, 2025
  • Accounts · 1,726 to 2,004
    Sep 26, 2023 to Mar 28, 2024
  • Corporate clients · 2 to 5
    Sep 26, 2023 to Mar 28, 2024
  • HNW clients · 229 to 278
    Sep 26, 2023 to Mar 28, 2024
  • Individual clients · 359 to 368
    Sep 26, 2023 to Mar 28, 2024
  • Assets in custody · $267M to $198M
    Sep 26, 2023 to Mar 28, 2024
  • Custody of client assets · false to true
    Sep 26, 2023 to Mar 28, 2024
  • Discretionary RAUM · $706M to $875M
    Sep 26, 2023 to Mar 28, 2024
  • HNW RAUM · $536M to $697M
    Sep 26, 2023 to Mar 28, 2024
  • Individual RAUM · $153M to $155M
    Sep 26, 2023 to Mar 28, 2024
  • Pension RAUM · $10.8M to $14.1M
    Sep 26, 2023 to Mar 28, 2024
  • RAUM · $706M to $875M
    Sep 26, 2023 to Mar 28, 2024
  • Business name · APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC to ALASKA WEALTH ADVISORS
    Jan 24, 2023 to Sep 1, 2023
  • Accounts · 1,553 to 1,726
    Aug 4, 2022 to Jan 24, 2023
Signals
10 dated events
  • Stanislav Moiseev left Alaska Wealth Advisors for Lpl Financial Llc (registered 2025-09-15)
    Aug 27, 2025 · Advisor changed firm · fact
  • Marietta Obyrne Hall left Alaska Wealth Advisors for Lpl Financial Llc (registered 2024-06-03)
    May 23, 2024 · Advisor changed firm · fact
  • Katelynn Anne Toth left Alaska Wealth Advisors for Avier Wealth Advisors (registered 2024-05-17)
    May 23, 2024 · Advisor changed firm · fact
  • Mary Catherine Straub (Sole Member) no longer on Schedule A of Alaska Wealth Advisors (listed 2023-09-01, absent 2023-09-26)
    Sep 26, 2023 · Control person left · inference
  • Elizabeth Kimberly Butler (Cco) no longer on Schedule A of Alaska Wealth Advisors (listed 2022-08-04, absent 2023-01-24)
    Jan 24, 2023 · Control person left · inference
  • Alaska Wealth Advisors reported RAUM $710.7M, up 26% from $563.4M (2021-11-10 to 2022-02-22)
    Feb 22, 2022 · RAUM change · derived
  • Elizabeth Kimberly Butler (Cco) appeared on Schedule A of Alaska Wealth Advisors
    Feb 22, 2022 · Control person joined · fact
  • Alaska Wealth Advisors reported RAUM $563.4M, up 37% from $410.0M (2021-02-12 to 2021-03-29)
    Mar 29, 2021 · RAUM change · derived
  • Christine Julee Farley (Cco) no longer on Schedule A of Alaska Wealth Advisors (listed 2020-09-01, absent 2020-12-07)
    Dec 7, 2020 · Control person left · inference
  • Apcm Wealth Management For Individuals, Llc filed its initial SEC registration (Form ADV)
    Jul 23, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
907-272-7575reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile
linkedin.com/company/alaska-permanent-capital-management-coreportedpublic record, Form ADV, Sep 17, 2026
Website
akwealthadvisors.com/reportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
907-272-7575reportedpublic record, Form ADV, Jun 29, 2026
Contact form
akwealthadvisors.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page
akwealthadvisors.com/team/lbrucereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$88.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026