APM WEALTH

APM WEALTH of PORTLAND, OR is an SEC-registered investment adviser (CRD 289340). Regulatory assets under management: $47.4M.

Registration

• CRD: 289340
• Type: Registered investment adviser
• Location: 1120 SE MADISON ST, PORTLAND, OR, 97214
• Phone: (503) 218-3764
• Latest filing: 2026-07-16
• Regulatory AUM: $47.4M
• Discretionary AUM: $47.4M
• Clients: 3
• Accounts: 426

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search