APOGEE WEALTH ADVISORS

APOGEE WEALTH ADVISORS is an SEC-registered investment adviser (CRD 341202).

Registration

• CRD: 341202
• Type: Registered investment adviser
• Phone: 212-256-1233
• Latest filing: 2026-08-06
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341202 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search