Firm
APM Wealth, LLC
Portland, Oregon
Fee-only
APM Wealth, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 79 individual clients, 21 of them high net worth.
- Its average account is about $111,000 (assets it manages divided by its 426 accounts).
- Its ongoing planning fee starts at $5,988 a year, above the Oregon median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | apm-wealth.com |
| [email protected] | |
| Phone | (503) 218-3764 |
APM Wealth, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,988 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Foundations – $499/mo" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 58 |
| High-net-worth clients | 21 |
| Accounts managed | 426 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 11, 2026 |
| SEC record | CRD 289340 |