APM Wealth

RIASEC Registered

Total AUM

$47.4M

Discretionary

$47.4M

100% of AUM

Avg account

$111K

Accounts

426

Employees

Advisory reps

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 and owned by an individual. The firm focuses on individual and family clients and functions as a capital allocator, combining financial planning with discretionary portfolio management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. APM Wealth does not identify itself as an active ESG investor.