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Apex Strategic Wealth
Apex Strategic Wealth is an SEC-registered investment adviser in Chattanooga, TN, registered since 2020. The firm manages $292 million in regulatory assets.
Apex Strategic Wealth
Apex Strategic Wealth is an SEC-registered investment adviser in Chattanooga, TN, registered since 2020. The firm manages $292 million in regulatory assets. It has 8 employees and 7 registered investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chattanooga
Corporate office
Chattanooga, United States
Frequently asked questions
What is Apex Strategic Wealth?
Apex Strategic Wealth is a bank / wealth / trust headquartered in Chattanooga, United States.
When was Apex Strategic Wealth founded?
Apex Strategic Wealth was founded in 2020.
Where is Apex Strategic Wealth headquartered?
Apex Strategic Wealth is headquartered in Chattanooga, United States, in the North America region.
What is Apex Strategic Wealth's assets under management?
Apex Strategic Wealth reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Apex Strategic Wealth?
Altss maintains an OSINT-verified profile of Apex Strategic Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Apex Strategic Wealth's website?
Apex Strategic Wealth's public website is www.apxstrategicwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Apex Strategic Wealth?
Apex Strategic Wealth is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Apex Strategic Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Apex Strategic Wealth's Altss profile last updated?
Apex Strategic Wealth's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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