Apcm Wealth Management For Individuals, LLC

Apcm Wealth Management For Individuals, LLC (CRD# 172151) is a financial advisory firm headquartered in Anchorage, AK. They manage $235,288,823 in 626 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $375,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, OR, TX

Financial Advisors at Apcm Wealth Management For Individuals, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Laura G. Bruce
CRD#: 2824875
900 West 5th Avenue, Suite 601, Anchorage, AK 99501
96
Wealthminder
score

Laura Bruce (CRD# 2824875) is an Investment Advisor Representative working at Apcm Wealth Management For Individuals, LLC in Anchorage, AK and has over 21 years of experience in the finance industry. Laura Bruce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kimberly E. Butler
CRD#: 5976924
900 West 5th Avenue, Suite 601, Anchorage, AK 99501
96
Wealthminder
score

Kimberly Butler (CRD# 5976924) is an Investment Advisor Representative working at Apcm Wealth Management For Individuals, LLC in Anchorage, AK and has over 6 years of experience in the finance industry. Kimberly Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marietta O. Hall
CRD#: 2212142
900 West 5th Avenue, Suite 601, Anchorage, AK 99501
96
Wealthminder
score

Marietta Hall (CRD# 2212142) is an Investment Advisor Representative working at Apcm Wealth Management For Individuals, LLC in Anchorage, AK and has over 26 years of experience in the finance industry. Marietta Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Catherine M. Straub
CRD#: 2189794
900 West 5th Avenue, Suite 601, Anchorage, AK 99501
96
Wealthminder
score

Catherine Straub (CRD# 2189794) is an Investment Advisor Representative working at Apcm Wealth Management For Individuals, LLC in Anchorage, AK and has over 26 years of experience in the finance industry. Catherine Straub has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kailie M. Abascal
CRD#: 6758430
900 West 5th Avenue, Suite 601, Anchorage, AK 99501
90
Wealthminder
score

Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Apcm Wealth Management For Individuals, LLC in Anchorage, AK and has 1 year of experience in the finance industry. Kailie Abascal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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