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Building 2APEX STRATEGIC WEALTH, LLC

Map pinCHATTANOOGA, TN
Phone423 267 0046
NotebookSEC #801-118732
Total AUM
$292.1M
Employees
8
Clients
604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 ST. ELMO AVE.
SUITE 305
CHATTANOOGA
TN 37409
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
423 267 0046

ReceiptFinancials

Total AUM
$292.1M
Accounts
1,328
Discretionary
$292.1M
Accounts
1,328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
479
AUM
$88.5M
HNW Individual Clients
118
AUM
$197.4M
Charitable Organization Clients
5
AUM
$6.1M
Government Entity Clients
2
AUM
$186.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILLAOHSCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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