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APEX STRATEGIC WEALTH, LLC

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

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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 StatusApproved
Firm CRD#308569
SEC#801-118732
Assets Managed by Firm$227,271,694
No. of Clients1331
No. of Advisors8

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 ClientsAUM
Firm Total1331$227,271,694
Individuals (other than high net worth individuals)990$88,080,137
High net worth individuals156$132,930,504
Pension and profit sharing plans9$902,061
Charitable organizations3$4,394,451
Corporations or other businesses13$964,541

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