Apex Strategic Wealth, LLC
Apex Strategic Wealth, LLC is an SEC-registered mass-market adviser in Chattanooga, TN with $292.1M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Apex Strategic Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308569, SEC 801-118732, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $292.1M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Chattanooga, TN
- Employees
- 8
- Clients
- 604
- CRD
- 308569
- Ownership
- WOOD, WILLIAM, STUART; PRAGNELL, ROBERT, LEONARD; SOLOMONWOOD, LLC; GARMANY, JOHN, THOMAS; SOLOMONWOOD GLOBAL, LLC
How much AUM does Apex Strategic Wealth, LLC have?
Apex Strategic Wealth, LLC reported $292.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Apex Strategic Wealth, LLC?
Disclosed owners and executives of Apex Strategic Wealth, LLC include WOOD, WILLIAM, STUART, PRAGNELL, ROBERT, LEONARD, SOLOMONWOOD, LLC, GARMANY, JOHN, THOMAS, SOLOMONWOOD GLOBAL, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.