Apogee Wealth Management, LLC (Atlanta)

Name: Apogee Wealth Management, LLC
Address: 3330 Cumberland Boulevard, Suite 400, Atlanta, GA, 30339
Telephone: 404-419-7110

Apogee Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $69.3 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Georgia.

Apogee Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Apogee Wealth Management: assets under management

The assets under management (AUM) of Apogee Wealth Management, LLC is $69.3 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.3 million in discretionary accounts and $56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apogee Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Apogee Wealth Management, LLC

Peter Anthony Maher has been acting as President since 1 Jul 2006. Ceilon Hamp Rentz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
R. Jefferson Davis	Managing director / chief compliance officer	1 Jan 2006	75% - 100%	5034640
Peter Anthony Maher	Director	1 Jul 2006	Other	4408539
Taylor Michael Fairman	Director	1 Jul 2006	Other	4833167
Apogee Holding Company Llc	Holding company	1 Feb 2007	75% - 100%	26-3095546
Taylor Michael Fairman	Chief compliance officer	1 Jul 2008	Other	4833167
Ceilon Hamp Rentz	Chief compliance officer	1 Sep 2008	Other	1191069

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
R. Jefferson Davis	Managing director	1 Feb 2007	75% - 100%	5034640

Based in Atlanta

The principal office where Apogee Wealth Management, LLC performs its advisory services is located at 3330 Cumberland Boulevard, Suite 400, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-419-7110 or by fax 404-419-7101. The normal business hours are 9am- 6pm on Monday - Friday. You can find more information about the New York firm at apogee360.com.