APOGEE WEALTH PARTNERS, LLC

APOGEE WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 310419). Regulatory assets under management: $93.8M.

Registration

• CRD: 310419
• Type: Registered investment adviser
• Phone: 423-567-1888
• Latest filing: 2026-03-16
• Regulatory AUM: $93.8M
• Discretionary AUM: $89.2M
• Non-discretionary AUM: $4.6M
• Clients: 3
• Accounts: 276

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search