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| Keyboard |
| Apex Strategic Wealth LLC
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|---|---|
| CRD # | 308569 |
| SEC # | 801-118732 |
| CIK # | |
| AUM | 292.1 M (2026-06-18) |
| Employees | 8 (88% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 423-267-0046 |
| Address | 3800 St Elmo Ave Chattanooga, TN 37409 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 88.5 |
| (b) Individuals (high net worth individuals) | 118 | 197.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 6.1 |
| (i) State or municipal government entities | 2 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,328 | 292.1 |
| By Discretionary | ||
| Discretionary | 1,328 | 292.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,328 | 292.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.1 | |
| Total | 1,328 | 292.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Resolute Capital LLC
✚
|
SC | 300.8 M |
|
Wrenne Financial Planning LLC
✚
|
297.9 M | |
|
Krane Financial Solutions LLC
✚
|
CA | 295.0 M |
|
Luken Investment Analytics LLC
✚
|
TN | 292.2 M |
|
Vivid Wealth Management LLC
✚
|
IA | 290.9 M |
|
Worth Asset Management LLC
✚
|
TX | 288.2 M |
|
One Wealth Map LLC
✚
|
NV | 287.4 M |
|
Skyview Financial Group LLC
✚
|
FL | 286.6 M |
|
CornerStone Wealth LLC
✚
|
TN | 284.7 M |
|
Holder Wealth Management Inc
✚
|
IL | 284.0 M |