APOGEE WEALTH PARTNERS, LLC
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
FINTRXOverview
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 and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and does not act as a capital allocator to outside managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents10%
- Exchange Traded Equities6%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3GEORGE BRYANT
PrincipalCRD 1860625
CHRISTOPHER HOPKINS
Co-Founder and PrincipalCRD 2911667
JENNIFER HAIRSTON
PrincipalCRD 5102562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
RIACANFIELD, OH
ASKELADDEN CAPITAL
RIAWEALTH MANAGEMENT ADVISORS, LLC
RIACOVE STREET CAPITAL, LLC
RIAHERMOSA BEACH, CA
PACIFIC GLOBAL ADVISORY GROUP LLC
RIADALLAS, TX