Apcm Wealth Management For Individuals, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 672
- Avg AUM / client
- $1.7M
- Accounts
- 2,274
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 328 | $151M | 13.0% |
| High net worth individuals | 332 | $974M | 84.3% |
| Pension and profit sharing plans | 1 | $21.3M | 1.84% |
| Charitable organizations | 6 | $6.6M | 0.57% |
| Corporations and other businesses | 5 | $3.4M | 0.29% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laura Gerber Bruce | Sole Member | CFP Chartered Financial Consultant | Apr 2014 (12y) | ≈ 7.5% – 25% via Lbg Strategies, Llc |
| Rose, Evan, Denali | Ceo | Apr 2014 (12y) | 50% – 75% of Alaska Permanent Capital Management Inc. (indirect) | |
| Connor Patrick Michael | Registered representative | CFP | Jun 2018 (8y) | |
| Nicholas Isaac Cohen | Registered representative | CFP | Jun 2019 (7y) | |
| Meghan Alexandra Muñoz | Registered representative | CFP | Jun 2019 (7y) | |
| Leah Ricks Levingston | Registered representative | Jan 2021 (6y) | ||
| Dave Mappala Valdez | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| Nicole Ponzio Squires | Registered representative | Jul 2023 (3y) | ||
| Derek William Stone | Registered representative | Jan 2024 (3y) | ||
| Aracelis S Bell | Registered representative | Aug 2024 (2y) | ||
| Brandon Timothy Mckerney | Registered representative | CFP | Apr 2025 (1y) | |
| Antigone Zoe Zervas | Registered representative | Jul 2025 (1y) | ||
| Matthew Robert Knell | Registered representative | CFP | Jul 2025 (1y) | |
| Kirsten Leigh Halpin | Registered representative | CFA | Apr 2026 (0y) | |
| Isaac Peter Light | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alaska Permanent Capital Management Co | Managing Member | Apr 2014 | A | 50% – 75% |
| Lbg Strategies, Llc | Member | Apr 2014 | A | 10% – 25% |
| Teach, Llc | Managing Member | Jan 2024 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Laura Gerber Bruce: 75% – 100% of Lbg Strategies, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (97% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗