Dave Mappala Valdez
Investment adviser representative at Alaska Wealth Advisors
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Alaska Wealth AdvisorsJan 2023 to now
- Apcm Wealth Management for Individuals, LLCJan 2023 to now
- Arbor Capital Management Inc.Dec 2021 to Dec 2022
- TD Ameritrade, Inc.Jul 2021 to Nov 2021
- Charles Schwab & Co., Inc.May 2020 to Nov 2021
- TD AmeritradeAug 2018 to Apr 2020
- Charles Schwab & Co., Inc.Jun 2011 to Jul 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AK).
Alaska Wealth Advisors
Legal name: Apcm Wealth Management for Individuals, LLC
$1.2BAssets managed
672Clients
13Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4992763
- Firm CRD
- 172151