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Home > Retirement Planners > tennessee > chattanooga > APEX STRATEGIC WEALTH, LLC
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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