APEX STRATEGIC WEALTH, LLC

3800 St. Elmo Ave.
Suite 305
Chattanooga, Tennessee 37409
Tel: 423 267 0046

About APEX STRATEGIC WEALTH, LLC

APEX STRATEGIC WEALTH, LLC, formally registered with the SEC as APEX STRATEGIC WEALTH, LLC. The firm was established in 05/15/2020. They have over 1 offices throughout the country.

APEX STRATEGIC WEALTH, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $227,271,694 assets under management, offering retirement planning & investment advisory services to 1331 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308569
SEC#	801-118732
Assets Managed by Firm	$227,271,694
No. of Clients	1331
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1331	$227,271,694
Individuals (other than high net worth individuals)	990	$88,080,137
High net worth individuals	156	$132,930,504
Pension and profit sharing plans	9	$902,061
Charitable organizations	3	$4,394,451
Corporations or other businesses	13	$964,541

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