APM Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
APM Wealth works with individual and high‑net‑worth clients, with a client base concentrated among physicians in anesthesiology and pain management. The firm provides discretionary investment management alongside Personal CFO services, pension consulting, business consulting for practice owners, and limited hourly financial planning engagements.
The firm constructs model portfolios primarily from ETFs and mutual funds, emphasizing low‑cost managers (including Dimensional and Vanguard), broad diversification, and tax‑aware placement; accounts are generally managed on a discretionary basis with regular rebalancing. APM Wealth may engage subadvisers or third‑party managers for specific strategies and typically avoids routine selection of individual securities except when requested for particular client needs.
What is notable about the firm is its emphasis on educational outreach and practice‑focused services: it produces an industry‑targeted educational podcast and participates in third‑party educational conferences and client education events, and it offers business consulting and participant education as part of its pension work. The firm’s Personal CFO engagements integrate planning with implementation tools (dashboard, periodic net‑worth reporting and coordination with other professionals) and scale planning costs downward as clients’ managed assets grow.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning fees ranging from $3,000 to $15,000; pension consulting may be charged as a flat fee
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $20,000,000: 0.30% $20,000,001+: 0.25%
$250 per hour for hourly consulting services and financial planning hourly fee option
Personal CFO Services financial planning fees charged monthly, ranging up to $1,299 per month depending on assets and client type
Fee-only: Hourly consulting at $250 per hour; ongoing financial planning monthly fees ranging from $0 to $1,299 depending on assets and client type; pension consulting minimum fee $500 per year; business consulting fees $2,000 to $10,000 per quarter
Main office
See office1001 SE Water Ave., Suite 300
Portland OR 97214
Advisors at this office
1
Offices (2)
Most active in
California · Connecticut · Florida · Louisiana · Maryland · New Jersey · North Carolina · Oregon · Pennsylvania · Texas
Also doing business as
Apm Wealth · Apm Wealth, LLC · Quantifi Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Evan W
Series 65
Jersey Village, TX
APM Wealth
Evan Withner is a financial advisor with APM Wealth in Jersey Village, TX, holding a Series 65 designation and two years of industry experience. Prior to joining APM Wealth, he worked at Cypress Fairbanks ISD and operated a sole proprietorship focusing on music performance and education, including hosting saxophone summer camps through The Young Saxophonist's Institute, LLC. APM Wealth serves individual and high-net-worth clients, particularly physicians specializing in anesthesiology and pain management. The firm provides discretionary investment management, Personal CFO services, and business consulting, utilizing primarily ETFs and mutual funds with an emphasis on low-cost, broadly diversified, and tax-aware portfolio construction.
Justin H
CFP®, ChFC®, Series 65
Portland, OR
APM Wealth
Justin Harvey is a financial advisor at APM Wealth in Portland, OR, holding CFP®, ChFC®, and Series 65 designations with 15 years of industry experience. He has worked at Compass Ion Advisors and Practice Accelerator, LLC, and served as a faculty member at Villanova University School of Business. Harvey is the founder and host of the Anesthesia and Pain Management Success Podcast, an educational podcast focused on that medical specialty. APM Wealth serves individual and high-net-worth clients, primarily physicians in anesthesiology and pain management. The firm offers discretionary investment management and Personal CFO services, emphasizing low-cost, broadly diversified portfolios with a focus on educational outreach and practice-specific consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)