APM Wealth

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Client assets under management

$47,405,200

Clients

27% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$600,066

About

APM Wealth provides discretionary investment management and a range of planning and consulting services to individual clients, with a concentrated client base of physicians—mostly anesthesiologists and pain management specialists. The firm’s offerings include investment management, Personal CFO services (combining ongoing financial planning and portfolio management), pension consulting, business consulting, and hourly engagements tailored to client needs.

The firm constructs model portfolios mainly from ETFs and mutual funds and emphasizes diversification, low-cost fund choices (including Dimensional and Vanguard), tax-aware placement, and fundamental analysis as part of its portfolio-construction process. APM Wealth monitors and rebalances portfolios on an ongoing basis, may engage subadvisers or third‑party managers where appropriate, and permits individualized portfolio adjustments to meet specific client needs.

What distinguishes APM Wealth from many peers is its focused client niche and practice-owner orientation: it offers business-focused consulting and a Personal CFO workflow that includes a financial dashboard and coordination with clients’ legal and tax professionals. The firm also engages in client education beyond typical advisory reporting—founder-produced educational content (a podcast aimed at anesthesia and pain‑management professionals) and participation in third‑party educational conferences and client events are part of its outreach.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Tax-loss harvesting Wealth management Business exit / sale strategy

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Established Professionals

Fee options

Fixed

One-time financial planning fees range from $3,000 to $15,000; Business consulting fees range from $2,000 to $10,000 per quarter

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%

Project-based

$250 per hour

Subscriptions

Monthly financial planning fees up to $1,299 per month depending on assets and client type

Other

Fee-only: Hourly fee of $250 per hour; Fixed financial planning fees ranging from $3,000 to $15,000; Monthly financial planning fees up to $1,299 per month depending on assets and client type; Business consulting fees from $2,000 to $10,000 per quarter; Pension consulting minimum fee of $500 per year

Main office location

APM Wealth

1120 Se Madison St

Portland OR 97214, United States

Number of offices

Most active in

California · Connecticut · Florida · Louisiana · Maryland · Oregon · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (503) 218-3764

Advisors at this firm

Evan W

Series 65

Jersey Village, TX

APM Wealth

Evan Withner is a financial advisor at APM Wealth with one year of industry experience and holds a Series 65 designation. Prior to joining APM Wealth, he worked in education and operated a private music performance business. He is also involved in music education through The Young Saxophonist's Institute, hosting saxophone summer camps. APM Wealth provides investment management and financial planning primarily to individual and high-net-worth clients, with a focus on physicians in anesthesiology and pain management. The firm uses diversified, low-cost portfolios managed on a discretionary basis and offers specialized services including business consulting, pension consulting, and educational seminars.

Retirement income strategy Tax-loss harvesting Wealth management Business exit / sale strategy Doctor or Medical Professional Founder/Business Owner Established Professionals

Justin H

CFP®, ChFC®, Series 65

Portland, OR

APM Wealth

Justin Harvey is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at APM Wealth in Portland, OR. His prior roles include positions at Practice Accelerator, Student Loan Planner, and Compass Ion Advisors. He is the founder and host of the Anesthesia and Pain Management Success Podcast, an educational series focused on that medical specialty. APM Wealth provides investment management and financial planning primarily to individual and high-net-worth clients, with a focus on physicians in anesthesiology and pain management. The firm offers discretionary portfolio management, consulting, and educational services tailored to this professional niche.

Retirement income strategy Tax-loss harvesting Wealth management Business exit / sale strategy Doctor or Medical Professional Founder/Business Owner Established Professionals

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