Fee-only adviser · Portland, OR
Apm Wealth
Apm Wealth is a fee-only investment adviser registered with the securities regulators of California, Connecticut, Florida, Louisiana, Maryland, North Carolina, New Jersey, Oregon, Pennsylvania, Texas, with its main office in Portland, Oregon. On its latest Form ADV, filed August 11, 2026, it reports $47M in regulatory assets under management, 79 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Connecticut, Florida, Louisiana, Maryland, North Carolina, New Jersey, Oregon, Pennsylvania, Texas |
|---|---|
| Firm CRD number | 289340 |
| Office | 1001 SE Water Ave. Suite 300 Portland, OR 97214 |
| Phone | (503) 218-3764 |
| Website | www.apm-wealth.com |
| Regulatory assets under management | $47M |
| Individual clients | 58 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Portland
- Cross Financial Advisors $482M
- Vision Capital Management Inc $1.2B
- Horst & Graben Wealth Management, LLC $920M
- Phillips and Company Advisors LLC $2.7B
- Ferguson Wellman Capital Management, Inc. $10.7B
- Becker Capital Management, Inc. $5.7B
See all 58 fee-only advisers in Portland →
Nearby
- Tigard 4 firms
- Beaverton 15 firms
- Milwaukie 1 firm
- Lake Oswego 34 firms
- Gladstone 1 firm
- Tualatin 2 firms
- Clackamas 6 firms
- West Linn 4 firms
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