| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandi Noel Bolden Control | Chief Operating Officer/ Chief Financial Officer/ Secretary, Partner | Under 5% | 2025 |
| Christopher Alan Taylor Control | Chief Investment Officer, Vice President, Partner | Under 5% | 2025 |
| John Thomas Garmany Control | Partner | Under 5% | 2025 |
Apex Strategic Wealth, LLC reports $227.3 million in regulatory assets under management on its Form ADV.
Apex Strategic Wealth, LLC reports 8 employees.
Apex Strategic Wealth, LLC is based in Chattanooga, TN and has been SEC-registered since 2020.
Apex Strategic Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $227.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $227.3M |