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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 05-01-2020
- Office Locations
- 1
Office Locations
About Apogee Wealth Partners, LLC
Apogee Wealth Partners is a Chattanooga, TN RIA providing personalized financial planning and wealth management for retail and institutional clients. The team focuses on prudent planning, asset allocation, and risk management, primarily implementing portfolios with public funds such as mutual funds and ETFs, with Charles Schwab as a key custodian. The firm emphasizes client transparency and partnership, backed by 60+ years of combined wealth management experience.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
GEORGE THOMPSON BRYANT
Principal
- CRD
- #1860625
- Ownership
- 25% but less than 50%
JENNIFER KAY HAIRSTON
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Summit element
Catalyst vertex pioneer
- CRD
- #44758
- Ownership
- 47.4%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,158,630 | -- |
| Non-Discretionary | $4,614,137 | -- |
| Total | $93,772,767 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,772,767
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $223,458,215 | 24.5% |
| Cash | $257,204,966 | 28.2% |
| Equity - Exchange | $101,240,253 | 11.1% |
| Corporate - Investment Grade | $239,875,554 | 26.3% |
| U.S. Government/Agency | $90,295,360 | 9.9% |
| Total | $912,074,348 | 100.0% |