Apogee Wealth Partners, LLC

Apogee Wealth Partners, LLC (CRD# 310419) is a financial advisory firm headquartered in Chattanooga, TN. They manage $75,708,331 in 185 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 4529, Chattanooga, TN 37405
https://twitter.com/apogeewp1
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $409,234
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, TN

Financial Advisors at Apogee Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
George Bryant, financial advisor Chattanooga TN
George T. Bryant
CRD#: 1860625
Chattanooga, TN

George Bryant (CRD# 1860625) is an Investment Advisor Representative working at Apogee Wealth Partners, LLC in Chattanooga, TN and has over 24 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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