Apogee Wealth Partners, LLC

RIAState Registered

Total AUM

$93.8M

Discretionary

$89.2M

95% of AUM

Avg account

$340K

Accounts

276

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310419
Website: www.apogeewp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.62%
Individuals20.72%
Pension & Profit Sharing Plans3.96%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Apogee Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars/workshops. Compensation arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not position itself as a capital allocator or an active ESG investor, and its filings indicate it is not a multi-state adviser. Third-party alternative allocations are used (see Investments & Alternatives).