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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2010 | $69.3M | $13.3M | $56M | 5 | -- |
| Mar 2010 | $69.3M | $13.3M | $56M | 5 | -- |
| May 2007 | $40M | $0 | $40M | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateMay 2010
Total AUM$69.3M
Discretionary$13.3M
Non-Disc.$56M
Employees5
Clients--
DateMar 2010
Total AUM$69.3M
Discretionary$13.3M
Non-Disc.$56M
Employees5
Clients--
DateMay 2007
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--