EW

Evan T. Withner

APM WEALTH
Jersey Village, TX
Some features on this profile are disabled
CRD#: 7887427
EW

Professional summary


Evan Tyler Withner, who also goes by Evan T Withner, Evan Withner, is a registered financial advisor currently at APM WEALTH located in Jersey Village, Texas.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Evan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Evan T Withner | Evan Withner

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Evan Tyler Withner's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 10, 2024 - Present

APM WEALTH

RIA
CRD#: 289340
Jersey Village, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/10/2024)
IAR
Connecticut
(4/10/2024)
IAR
Florida
(6/20/2024)
IAR
Louisiana
(5/17/2024)
IAR
Maryland
(9/25/2024)
IAR
Oregon
(4/10/2024)
IAR
Pennsylvania
(4/10/2024)
IAR
Texas
(4/10/2024)

Exams


State Security Law Exam

Current Firm


AW
APM WEALTH
APM WEALTH | QUANTIFI PLANNING, LLC | APM WEALTH, LLC

CRD#: 289340 / SEC#:

California
Registered Investment Advisory firm - (9/13/2023 Approved)
Connecticut
Registered Investment Advisory firm - (10/19/2023 Approved)
Florida
Registered Investment Advisory firm - (2/22/2024 Approved)
Louisiana
Registered Investment Advisory firm - (2/20/2023 Approved)
Maryland
Registered Investment Advisory firm - (9/25/2024 Approved)
Oregon
Registered Investment Advisory firm - (9/10/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/6/2017 Approved)
Texas
Registered Investment Advisory firm - (7/30/2024 Approved)
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Contact information


Main Address
1120 Se Madison St, Portland, OR 97214
Mailing Address
Phone number
(503) 218-3764
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts426
AUM (Assets Under Management)$ 47,405,200

Red Flags


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Company Information


APM WEALTH

CRD#: 289340Jersey Village, TX

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