APEX STRATEGIC WEALTH, LLC

APEX STRATEGIC WEALTH, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 308569). Regulatory assets under management: $292.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (8)

NameRoleLocation
Taylor AlanCHIEF FINANCIAL OFFICERLehi, UT
Robert Leonard PragnellCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / OWNER/ PRESIDENT; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / OWNER
William Stuart WoodOWNER, CHIEF EXECUTIVE OFFICER; PARTNER
Christopher Alan TaylorCHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER, VICE PRESIDENT,; CHIEF INVESTMENT OFFICER, VICE PRESIDENT, PARTNER
Brandi Noel BoldenCHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICER/ SECRETARY,; CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, SECRETARY, PARTNER; CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICER/ SECRETARY, PARTNER
John Thomas GarmanyPARTNER
PRAGNELL ROBERT LEONARDCHIEF OPERATING OFFIER AND CHIEF COMPLIANCE OFFICER
WOOD WILLIAM STUARTCHIEF EXECUTIVE OFFICER; OWNER; OWNER, CHIEF EXECUTIVE OFFICER

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