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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-2020
- Office Locations
- 1
Office Locations
About Apex Strategic Wealth, LLC
Apex Strategic Wealth, LLC is a Chattanooga, TN RIA serving entrepreneurs and other individuals with integrated financial planning, tax and estate planning, insurance guidance, and retirement plan support alongside discretionary portfolio management. The firm emphasizes asset allocation and portfolio construction using public funds and ETFs, and runs model wealth portfolios. Supports clients on Schwab and LPL Financial platforms and uses eMoney.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ROBERT LEONARD PRAGNELL V
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #3105233
- Ownership
- 10% but less than 25%
BRANDI NOEL BOLDEN
Chief Financial Officer, CHIEF OPERATING OFFICER, PARTNER, Secretary
- CRD
- --
- Ownership
- Less than 5%
Unison atlas
Matrix catalyst
- CRD
- #35914
- Ownership
- 35.3%
Showing 2 of 4 owners & executives
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CHARLES JONATHAN EMANUEL
Director
- CRD
- #5540246
Josiah Christian McDaniel
--
- CRD
- #6780003
Value atlas
Oak vital peak
- CRD
- #35978
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,139,662 | $219,985 |
| Non-Discretionary | $0 | -- |
| Total | $292,139,662 | $219,985 |
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Separately Managed Accounts
Total SMA Asset: $292,139,662
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,673,210,659 | 27.5% |
| Equity - Exchange | $876,153,945 | 14.4% |
| Cash | $1,095,192,431 | 18.0% |
| Other | $778,803,507 | 12.8% |
| Corporate - Investment Grade | $1,119,530,041 | 18.4% |
| Municipal Bonds | $541,511,813 | 8.9% |
| Total | $6,084,402,396 | 100.0% |