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Evan Tyler Withner

APM WEALTH
Jersey Village, TX
·CRD# 7887427·2 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Evan T Withner, Evan Withner

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

APM WEALTHCurrent·CRD# 289340
RIA
Jersey Village, TX
April 10, 2024 - Present

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Current Firm

AW
APM WEALTH

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

CRD#: 289340
California
Registered Investment Advisory firm - California (9/13/2023 Approved)
Connecticut
Registered Investment Advisory firm - Connecticut (10/19/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (2/22/2024 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (2/20/2023 Approved)
Maryland
Registered Investment Advisory firm - Maryland (9/25/2024 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (7/31/2026 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (6/23/2026 Approved)
Oregon
Registered Investment Advisory firm - Oregon (9/10/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/6/2017 Approved)
Texas
Registered Investment Advisory firm - Texas (7/30/2024 Approved)

Contact Information

Main Address

1001 Se Water Ave. Suite 300, Portland, OR 97214

Mailing Address

Po Box 18232, Portland, OR 97218

Phone Number

(503) 218-3764

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

426

AUM (Assets Under Management)

$47,405,200

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Evan Withner not investment-related private residence in Jersey Village, TX music performing Sole Proprietor, Performer August 2010 5 hours per month 0 hours during trading Perform music at events The Young Saxophonist's Institute, LLC not investment-related private residence in Jersey Village, TX music education Member March 2016 10 hours per month 0 hours during trading host saxophone summer camps

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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.
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
New Jersey
(7/31/2026)
IAR
North Carolina
(6/24/2026)
IAR
Oregon
(4/10/2024)
IAR
Pennsylvania
(4/10/2024)
IAR
Texas
(4/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2024About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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