RIA Intel›Advisers›Tennessee›APOGEE WEALTH PARTNERS, LLC

APOGEE WEALTH PARTNERS, LLC

Advisory

TN

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in TN

#295

of 380 advisers by AUM

Average account

$340K

across 276 accounts

AUM per adviser

$47M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$94M

Discretionary AUM$89M

Non-Discretionary AUM$5M

Discretionary %95.1%

Total Clients97

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA, NC, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

97 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

HARMONIC INVESTMENT MANAGEMENT, INC.

$95M

PINNACLE WEALTH MANAGEMENT, LLC

$95M

ALLIED INVESTMENTS OF TENNESSEE, LLC

JOHNSON CITY, TN

$92M

PROVIDENT WEALTH, LLC

$98M

FIRST FAMILY WEALTH LLC

MURFREESBORO, TN

$88M

ROBYN HARI & ASSOC., PC

$88M

Get the full picture on APOGEE WEALTH PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track APOGEE WEALTH PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans