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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Apex Strategic Wealth LLC
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| CRD # | 308569 |
| SEC # | 801-118732 |
| CIK # | |
| AUM | $227.3 M (2025-05-29) |
| Employees | 8 (75% Investors, 50% Brokers) |
| Phone | 423-267-0046 |
| Address | 3800 St Elmo Ave Chattanooga, TN 37409 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 990 | 88.1 |
| (b) Individuals (high net worth individuals) | 156 | 132.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.9 |
| (h) Charitable organizations | 3 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,331 | 227.3 |
| By Discretionary | ||
| Discretionary | 1,331 | 227.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,331 | 227.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.3 | |
| Total | 1,331 | 227.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Luken Investment Analytics LLC
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|
TN | 0.2 |
|
Fenway Financial Advisors LLC
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|
VA | 0.2 |
|
Vivid Wealth Management LLC
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|
IA | 0.2 |
|
Sage Stone Wealth Management LLC
✚
|
CA | 0.2 |
|
Center for Asset Management LLC
✚
|
FL | 0.2 |
|
Nestegg Advisors Inc
✚
|
NY | 0.2 |
|
Lummis Asset Management LP
✚
|
TX | 0.2 |
|
Clarity Asset Management Inc
✚
|
IA | 0.2 |
|
Chronim Investments Inc
✚
|
TX | 0.2 |
|
Prosperity Wealth Planning LLC
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|
CA | 0.2 |