# APOGEE WEALTH MANAGEMENT, LLC

APOGEE WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 139746
- Type: SEC-registered investment adviser
- SEC file number: 801-66343
- Location: 3330 CUMBERLAND BOULEVARD, SUITE 500, ATLANTA, GA, 30339
- Phone: 678-638-6670
- Latest filing: 2010-05-17
- Regulatory AUM: $69.3M
- Discretionary AUM: $13.3M
- Non-discretionary AUM: $56.0M
- Clients: 1
- Accounts: 108

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| DAVIS R JEFFERSON | MANAGING DIRECTOR; MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |
| MAHER PETER ANTHONY | DIRECTOR | — |
| FAIRMAN TAYLOR MICHAEL | CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| RENTZ CEILON HAMP | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139746/similar
- Related entities: https://search.stillhousedata.com/firm/139746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139746

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.