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Apex Strategic Wealth, Llc
Chattanooga, Tennessee
Apex Strategic Wealth, LLC is a leading investment advisory firm based out of Chattanooga, TN. With over 520 individual clients and an impressive $146,220,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office location and offers a range of services, including insurance brokering and agent assistance.
Distinguishing themselves in the market, Apex Strategic Wealth has gained extensive experience in managing employer 401Ks and individual assets, comprising approximately half of their total assets under management. The firm prides itself...see more
Assets Under Mgmt
$146.22M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Other Business Activities
- Insurance broker or agent
Reviews for Apex Strategic Wealth, Llc
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