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APEX STRATEGIC WEALTH, LLC

CHATTANOOGA, TN · CRD 308569 · IAPD ↗ · 423 602 5390

$292.1MRegulatory AUM
7Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — APEX STRATEGIC WEALTH, LLC reported RAUM up 29% ($227.3M -> $292.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
March 2025 — APEX STRATEGIC WEALTH, LLC changed its website from apxstrategicwealth.com to solomonwood.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
46
April 2024 — APEX STRATEGIC WEALTH, LLC notice-filed in IL, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — APEX STRATEGIC WEALTH, LLC reported RAUM up 37% ($146.2M -> $200.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.