Apex Strategic Wealth, LLC

Apex Strategic Wealth, LLC (CRD# 308569) is a financial advisory firm headquartered in Chattanooga, TN. They manage $200,873,256 in 1,020 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409
https://www.solomonwood.com/
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $196,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IL, LA, OH, SC, TN, TX, WA

Financial Advisors at Apex Strategic Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Charles Emanuel, financial advisor Chattanooga TN
Charles J. Emanuel
CRD#: 5540246
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409

Charles Emanuel (CRD# 5540246) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 15 years of experience in the finance industry.

2
John Garmany, financial advisor Chattanooga TN
John T. Garmany
CRD#: 1597847
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409

John Garmany (CRD# 1597847) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 37 years of experience in the finance industry.

3
Robert Pragnell, financial advisor Chattanooga TN
Robert L. Pragnell
CRD#: 3105233
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409

Robert Pragnell (CRD# 3105233) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 25 years of experience in the finance industry.

4
Christopher Taylor, financial advisor Chattanooga TN
Christopher A. Taylor
CRD#: 5778712
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409

Christopher Taylor (CRD# 5778712) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 12 years of experience in the finance industry.

5
William Wood, financial advisor Chattanooga TN
William S. Wood
CRD#: 2788497
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409

William Wood (CRD# 2788497) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 27 years of experience in the finance industry.

6
Josiah McDaniel, financial advisor Chattanooga TN
Josiah C. McDaniel
CRD#: 6780003
3800 St. Elmo Ave., Suite 305, Chattanooga, TN 37409

Josiah McDaniel (CRD# 6780003) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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