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Chief Operating Officer/ Chief Financial Officer/ Secretary, · Apex Strategic Wealth, LLC

Brandi N. Bolden

CRD 6635225 · Named on Form ADV at one SEC-registered adviser

At a glance

Apex Strategic Wealth, LLC, an SEC-registered wealth manager based in Chattanooga, TN with $292 million in regulatory assets, lists Brandi N. Bolden on its Form ADV as Chief Operating Officer/ Chief Financial Officer/ Secretary,, a control person.

Firms and roles

  • Apex Strategic Wealth, LLCChief Operating Officer/ Chief Financial Officer/ Secretary,Wealth manager · Chattanooga, TN · $292M in regulatory assets

AtlasMembers

Brandi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.