CRD: 308569
Apex Strategic Wealth, LLC
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Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between May 29, 2025 and July 14, 2026, reported AUM increased 28.5%, from $227.3M to $292.1M.
Across 5 reported observations, AUM increased 68.7% between February 17, 2022 and July 14, 2026, from $173.1M to $292.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 604 clients, or 86.3 clients per representative. That equates to $483.7K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ROBERT LEONARD PRAGNELL V
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #3105233
- Ownership
- 75% or more
BRANDI NOEL BOLDEN
Chief Financial Officer, CHIEF OPERATING OFFICER, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHARLES JONATHAN EMANUEL
Director
- CRD
- #5540246
Josiah Christian McDaniel
--
- CRD
- #6780003
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
SMA allocation detail is available
Apex Strategic Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.