RIA Intel›Advisers›Oregon›APM WEALTH, LLC

APM WEALTH, LLC

Advisory

PORTLAND, OR

Data as of Aug 11, 2026 · Source: SEC Form ADV

Average account

$111K

across 426 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In10 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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