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APEX STRATEGIC WEALTH, LLC
CRD 308569File 801-118732
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$292.1M
Below cohort median (national)
Discretionary AUM
$292.1M
Clients
604
1,328 accounts
Employees
8
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 15, 2020
- Principal office
- 3800 ST. ELMO AVE., SUITE 129, CHATTANOOGA, TN, 37409
- Phone
- 423 602 5390
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $292.1M
- Discretionary AUM
- $292.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,328
- Non-discretionary accounts
- 0
- Total accounts
- 1,328
- AUM per client
- $484K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $6.1M |
| High net worth individuals | 118 | $197.4M |
| State or municipal government entities | Fewer than 5 | $186K |
| Individuals (other than high net worth individuals) | 479 | $88.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.