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Apex Strategic Wealth LLC
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CRD # | 308569 |
SEC # | 801-118732 |
CIK # | |
AUM | $200.9 MM (2024-03-18) |
Employees | 8 (75% Investors, 50% Brokers) |
Phone | 423-267-0046 |
Address | 3800 St Elmo Ave Chattanooga, TN 37409 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
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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
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IA | 0.2 |
Jlfranklin Wealth Planning LLC
✚
|
CA | 0.2 |
Golden Reserve Retirement LLC
✚
|
OH | 0.2 |
Luken Investment Analytics LLC
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|
TN | 0.2 |
Wealth Teams Alliance Inc
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|
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
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|
MD | 0.2 |