APEX STRATEGIC WEALTH, LLC
SEC RegisteredGuiding you towards WELL INFORMED Financial decisions.
About the firm
SolomonWood, established in 1977, is an investment advisory firm with locations in Chattanooga, Middle Tennessee, and Cleveland, Tennessee. Securities are offered through LPL Financial, and investment advice is offered through APEX Strategic Wealth, LLC, a Registered Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning services including retirement planning, investment management, estate plans, major purchase preparations, monthly budgeting and cash flow mapping, and business financial planning including tax strategy, business structure review, and profitability assessment.
Who they serve
Prospective and existing clients including individuals and businesses seeking financial planning and investment guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 479 | $89M |
| High Net Worth Individuals | 118 | $197M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 2.25% |
| $1,000,000 - $2,000,000 | 1.80% |
| $2,000,000 - $5,000,000 | 1.55% |
| $5,000,000 - $25,000,000 | 1.00% |
| $25,000,000 - $50,000,000 | 0.90% |
| $50,000,000 and above | 0.80% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APEX STRATEGIC WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.