AdvizorPro

Apex Strategic Wealth, LLC

Apex Strategic Wealth, LLC. CRD 308569

Apex Strategic Wealth, LLC logo

CRD: 308569

Apex Strategic Wealth, LLC

Chattanooga, TN, 37409
4232670046
www.apxstrategicwealth.com
$292.1M Total AUM
$292.1M Disc. AUM
-- 3Y CAGR
8 Employees
604 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
05-15-2020
Office Locations
1

Office Locations

3800 St. Elmo Ave. Suite 305 Chattanooga TN

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

49 AVG AGE
$41.7M AVG AUM / ADVISOR
$483.7K AVG AUM / CLIENT
4.9 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
6yrs Firm Age

Insights

Full visibility includes strategy notes for peak meridian unison.
Full visibility includes strategy notes for unison bridge focus.
Upgrade to reveal position-level detail across quantum prime.
Unlock to see real insight on capital focus vertex.
See the complete signal summary connected to focus legacy.
Unlock to see real insight on optima peak summit.
Upgrade to reveal position-level detail across oak zenith.
Full visibility includes strategy notes for legacy peak.

Asset Classes

Meridian eagle Glacier ridge

CRM

Zenith delta

Custodian

Focus Catalyst wave Vector momentum

Platform

Capital catalyst

Services

Alpha radial Zenith bridge Zenith foundation

Owner & Executives

R

ROBERT LEONARD PRAGNELL V

Chief Compliance Officer, Chief Executive Officer, Owner, President

CRD
#3105233
Ownership
75% or more
(782) 966-5459
wave.delta@meridiancapital.com
in linkedin.com/in/ember-vector
B

BRANDI NOEL BOLDEN

Chief Financial Officer, CHIEF OPERATING OFFICER, Secretary

CRD
--
Ownership
Less than 5%
(455) 390-3460
insight.zenith@quantumcapital.com
in linkedin.com/in/fusion-value
U

Unison atlas

Matrix catalyst

CRD
#35914
Ownership
35.3%
(224) 986-7617
radial.atlas@wavecapital.com
in linkedin.com/in/vector-legacy

Showing 2 of 4 owners & executives

Unlock all

Contacts

C

CHARLES JONATHAN EMANUEL

Director

CRD
#5540246
(704) 672-8779
summit.matrix@horizoncapital.com
in linkedin.com/in/unison-summit
J

Josiah Christian McDaniel

--

CRD
#6780003
(695) 388-6762
frontier.oak@signalcapital.com
in linkedin.com/in/zenith-crest
V

Value atlas

Oak vital peak

CRD
#35978
(541) 686-4099
summit.wave@pioneercapital.com
in linkedin.com/in/vector-timber

Showing 2 of 8 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-17-2022
09-08-2023
03-18-2024
05-29-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $292,139,662 $219,985
Non-Discretionary $0 --
Total $292,139,662 $219,985

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $292,139,662

$292.1M Total SMA
Public Funds:
27.5%
Equity - Exchange:
14.4%
Cash:
18.0%
Other:
12.8%
Corporate - Investment Grade:
18.4%
Municipal Bonds:
8.9%
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%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform