APM Wealth

Company Description (LinkedIn): I help anesthesiologists & pain management physicians get answers for their most pressing financial needs. My firm's services could be a good fit if you're looking for: Evaluating contracts to understand compensation and practice models. Making the most of an increase in pay as a new attending. Fiduciary-standard financial planning and investments. Assistance in optimizing your employer benefits. Understanding market dynamics relating to your employment. Strategic thinking re: private practice vs. academic centers. Student loan payback expertise. A second opinion on your current financial situation. Understanding the best ways to grow your income as an anesthesia/pain doc. Ongoing investment and planning input to keep you on track. Flexible, accessible, attentive, geography-agnostic financial planning. A transparent fee structure with no commissions.

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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External Links:

πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded:
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 289340
☎ Phone Number:  412576-7511
πŸ“§ Email: justin@apm-wealth.com
🐦 Twitter:
🦾 Website Accessibility Score: 81 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-05-10