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APM WEALTH
APM WEALTH, LLC
CRD 289340
1120 SE MADISON ST, PORTLAND, OR, 97214, United States
Phone
(503) 218-3764
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.4M
Discretionary AUM
$47.4M
Team
3 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $11.1M |
| High net worth individuals | 21 | $36.3M |
All web addresses on file
Official SEC filing: View on IAPD