Apm Wealth

Apm Wealth (CRD# 289340) is a financial advisory firm headquartered in , . They manage $22,669,152 in 245 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

https://www.apm-wealth.com

By the Numbers

Total Assets Under Management

23

MILLION
Total Number of Accounts

245

ACCOUNTS
Average Account Value

$92,527

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, OR, PA, TX

Financial Advisors at Apm Wealth

Showing 1 - 2 of 2 top financial advisors.

Justin A. Harvey

CRD#: 5809051

Portland, OR

Justin Harvey (CRD# 5809051) is an Investment Advisor Representative working at Apm Wealth in Portland, OR and has over 13 years of experience in the finance industry.

Evan T. Withner

CRD#: 7887427

Jersey Village, TX

Evan Withner (CRD# 7887427) is an Investment Advisor Representative working at Apm Wealth in Jersey Village, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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