$47.4M Total AUM
$47.4M Disc. AUM
-- 3Y CAGR
3 Employees
85 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Eagle peakEmber +more
- Established Date
- 11-06-2017
- Office Locations
- 2
Office Locations
1120 SE Madison ST Portland OR
-- Jersey Village TX
About APM Wealth
APM Wealth is a physician-spouse-founded RIA focused on anesthesiologists and pain management physicians, including practice owners. The firm provides fiduciary financial planning and investment management built around specialty-specific career, tax, and practice/ASC ownership dynamics. Public profile data indicates portfolios are largely ETF-based, and the team also hosts the APM Success podcast for this niche.
Team overview
-- AVG AGE
$23.7M AVG AUM / ADVISOR
$557.7K AVG AUM / CLIENT
5.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Vector Pioneer Frontier radial Prime atlas
Client Personas
Frontier Pathway quantum
Custodian
Pioneer oak Capital Ridge Fusion fusion
Fund Managers
Vertex Vertex
Investment Themes
Momentum
Investment Vehicles
Meridian vertex
Platform
Catalyst Glacier harbor
Services
Ridge Alpha Delta vector Eagle Foundation focus Frontier alpha
Technology
Ridge alpha Ember delta Signal wave Beacon
Owner & Executives
J
Justin Albert Harvey
Chief Compliance Officer, Founder, President
- CRD
- #5809051
- Ownership
- 75% or more
(524) 407-4911
alpha.matrix@frontiercapital.com
in linkedin.com/in/foundation-value
Showing 1 of 1 owners & executives
Unlock allContacts
E
Evan Tyler Withner
Financial Planner
- CRD
- #7887427
(784) 626-8861
vital.eagle@meridiancapital.com
in linkedin.com/in/zenith-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,405,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,405,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,405,200
Equity - Exchange:
24.8% Public Funds:
29.2% Cash:
46.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,523,939,559 | 24.8% |
| Public Funds | $1,794,315,933 | 29.2% |
| Cash | $2,826,662,086 | 46.0% |
| Total | $6,144,917,578 | 100.0% |