Apex Strategic Wealth LLC

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Assets, Funds, Holdings

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Apex Strategic Wealth LLC
CRD #308569
SEC #801-118732
CIK #
AUM $200.9 MM (2024-03-18)
Employees 8 (75% Investors, 50% Brokers)
Phone423-267-0046
Address3800 St Elmo Ave
Chattanooga, TN 37409
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 547 83.6
(b) Individuals (high net worth individuals) 116 113.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 1.1
(h) Charitable organizations 3 1.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 1.2
(n) Other 0 0.0
Total 1,020 200.9
By Discretionary
Discretionary 1,020 200.9
Non-Discretionary 0 0.0
Total 1,020 200.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.9
Total 1,020 200.9
Comparable Firms State AUM ($BB)
Clarity Asset Management Inc
IA 0.2
Jlfranklin Wealth Planning LLC
CA 0.2
Golden Reserve Retirement LLC
OH 0.2
Luken Investment Analytics LLC
TN 0.2
Wealth Teams Alliance Inc
CA 0.2
Pento Portfolio Strategies LLC
FL 0.2
Dumaine Investments LLC
LA 0.2
Nestegg Advisors Inc
NY 0.2
Wealth Legacy Institute Inc
CO 0.2
Valuewealth Services LLC
MD 0.2
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