Apex Strategic Wealth, LLC
● SEC registered since 2020CRD 308569SEC# 801-118732Chattanooga, TN
Reg. AUM
$292.1M
Employees
8
Accounts
1,328
Location
Chattanooga, TN
Apex Strategic Wealth, LLC assets under management
Apex Strategic Wealth, LLC is an investment advisory firm registered with the SEC based in Chattanooga, TN. The firm has been registered since 2020. It reports $292.1 million in regulatory assets under management and employs 8 people.
Apex Strategic Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandi Noel Bolden Control | Chief Operating Officer/ Chief Financial Officer/ Secretary, | Under 5% | 2025 |
| Christopher Alan Taylor Control | Chief Investment Officer, Vice President, | Under 5% | 2025 |
| John Thomas Garmany Control | Partner | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Apex Strategic Wealth, LLC manage?
Apex Strategic Wealth, LLC reports $292.1 million in regulatory assets under management on its Form ADV.
How many employees does Apex Strategic Wealth, LLC have?
Apex Strategic Wealth, LLC reports 8 employees.
Where is Apex Strategic Wealth, LLC located?
Apex Strategic Wealth, LLC is based in Chattanooga, TN and has been SEC-registered since 2020.
Does Apex Strategic Wealth, LLC disclose fund performance?
Apex Strategic Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409 |
| Phone | 423 267 0046 |
| Fax | 423 265 5313 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$292.1M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$292.1Mregulatory AUM
Discretionary $292.1M