APM Wealth

RIASEC Registered

Total AUM

$47.4M

Discretionary

$47.4M

100% of AUM

Avg account

$111K

Accounts

426

Employees

3

Advisory reps

2

Firm details

Headquarters: Portland, Oregon
CRD number: 289340
Website: apm-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.52%
Individuals23.48%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

APM Wealth is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Public Funds/Mutual Funds3%
Cash & Cash Equivalents1%

Contacts

2 of 2

Evan Withner
Associate Financial PlannerCRD 7887427
Justin Harvey
FounderCRD 5809051

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Portland, OR

Multnomah

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area: Portland-Vancouver-Salem, OR-WA
Region: West
County: Multnomah
Address: 1001 Se Water Ave
Time zone: PT (UTC-8)
Office locations

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