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APEX STRATEGIC WEALTH, LLC
CRD 308569 · SEC 801-118732
3800 ST. ELMO AVE., SUITE 305, CHATTANOOGA, TN, 37409, United States
Phone
423 267 0046
Fax
423 265 5313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$292.1M
Discretionary AUM
$292.1M
Team
8 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 479 | $88.5M |
| High net worth individuals | 118 | $197.4M |
| Charitable organizations | 5 | $6.1M |
| State/municipal entities | 2 | $186K |
States served
AL, CA, GA, IL, LA, OH, SC, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD