APOGEE WEALTH MANAGEMENT, LLC
CRD #139746 SEC #801-66343 ATLANTA, GA 404-419-7110
SEC Registered
Total AUM
$69.3M
Discretionary
$13.3M
Employees
5
Clients
26
Accounts
108
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RENTZ, CEILON, HAMP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIS, R., JEFFERSON | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, R., JEFFERSON | I | MANAGING DIRECTOR | E | Control |
| DAVIS, R., JEFFERSON | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, R., JEFFERSON | I | MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAVIS, R., JEFFERSON | I | APOGEE HOLDING COMPANY LLC | E | Control |
| DAVIS, R., JEFFERSON | I | APOGEE HOLDING COMPANY LLC | E | Control |
Registrations
Federal
IA
May 17, 2010 REGISTERED
Notice Filings (2)
FL GA
Address
3330 CUMBERLAND BOULEVARD, SUITE 400ATLANTA, GA 30339
United States
Phone: 404-419-7110