APEX STRATEGIC WEALTH, LLC

RIASEC RegisteredEst. 2020

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$220K

Accounts

1,328

Employees

Advisory reps

Firm details

Headquarters: CHATTANOOGA, Tennessee
CRD number: 308569
Registered since: May 15, 2020
Website: www.apxstrategicwealth.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.56%
Individuals30.3%
Charitable Organizations2.08%
State / Municipal Government0.06%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Apex Strategic Wealth, LLC is an independent registered investment adviser formed in 2020 that serves individual, family and small institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and educational seminars with an insurance brokerage capability. Fee arrangements are flexible—Apex Strategic Wealth charges a percentage of assets under management and also offers hourly and fixed-fee engagements—allowing it to serve both advisory and project-based planning needs. Investment posture is traditional-core with active use of third-party alternative managers. The firm is not an ESG investor and does not act as a capital allocator; instead it appears to access alternatives through external fund managers rather than running in-house private-capital vehicles. Services are geared to hands-on portfolio management for private clients and smaller institutional relationships rather than large pension consulting.