APOGEE WEALTH MANAGEMENT, LLC

APOGEE WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 139746). Regulatory assets under management: $69.3M.

Registration

Officers, owners & control persons (4)

NameRoleLocation
DAVIS R JEFFERSONMANAGING DIRECTOR; MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER
MAHER PETER ANTHONYDIRECTOR
FAIRMAN TAYLOR MICHAELCHIEF COMPLIANCE OFFICER; DIRECTOR
RENTZ CEILON HAMPCHIEF COMPLIANCE OFFICER

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