APEX STRATEGIC WEALTH, LLC
CRD #308569 SEC #801-118732 CHATTANOOGA, TN 423 267 0046
SEC Registered
Total AUM
$227.3M
Discretionary
$227.3M
Employees
8
Clients
25
Accounts
1,331
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $227.3M | $227.3M | $0 | 8 | 0 |
| Feb 2025 | $227.3M | $227.3M | $0 | 8 | 0 |
| Mar 2024 | $200.9M | $200.9M | $0 | 8 | 0 |
| Sep 2023 | $146.2M | $146.2M | $0 | 8 | 0 |
| Sep 2023 | $146.2M | $146.2M | $0 | 8 | 0 |
| Mar 2023 | $146.2M | $146.2M | $0 | 8 | 0 |
| Feb 2022 | $173.1M | $173.1M | $0 | 8 | 0 |
| Apr 2021 | $154.3M | $154.3M | $0 | 8 | 0 |
| Mar 2021 | $154.3M | $154.3M | $0 | 8 | 0 |
| Sep 2020 | $137.3M | $137.3M | $0 | 10 | 0 |
DateMay 2025
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees10
Clients0