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Building 2APOGEE WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-419-7110
NotebookSEC #801-66343
Total AUM
$69.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3330 CUMBERLAND BOULEVARD, SUITE 400
ATLANTA
GA 30339
United States
Operating Hours
9AM- 6PM
Monday - Friday
Phone
404-419-7110

ReceiptFinancials

Total AUM
$69.3M
Accounts
108
Discretionary
$13.3M
Accounts
105
Non-Discretionary
$56M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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

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