# Apex Strategic Wealth, LLC

> Apex Strategic Wealth, LLC is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 308569
- Filed as: APEX STRATEGIC WEALTH, LLC
- Also doing business as: APEX PRIVATE WEALTH, LLC, BRIDGETOWN INVESTMENT COUNSEL, CLEARTRAC WEALTH ADVISORS, SOLOMONWOOD, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308569
- AdvisorCensus page: https://advisorcensus.com/firm/apex-strategic-wealth-llc-chattanooga-tn-308569

## Quick answers

**How is Apex Strategic Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Apex Strategic Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Apex Strategic Wealth, LLC located?**
Apex Strategic Wealth, LLC's principal office is in Chattanooga, TN, according to its Form ADV.

**Is Apex Strategic Wealth, LLC registered with the SEC or a state?**
Apex Strategic Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308569.

**How much does Apex Strategic Wealth, LLC manage?**
Apex Strategic Wealth, LLC reports $292,139,662 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**How have Apex Strategic Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Apex Strategic Wealth, LLC: Regulatory assets under management: $154,305,748 in the October 2021 data and $292,139,662 in the October 2026 data, up 89%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Apex Strategic Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (479); high net worth individuals (118); charitable organizations (5).

**Which custodians does Apex Strategic Wealth, LLC use?**
Apex Strategic Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Apex Strategic Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308569

**What changed in Apex Strategic Wealth, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added the business name Solomonwood, LLC. Added the business name Cleartrac Wealth Advisors. Added the business name Apex Private Wealth, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- Minimum annual fee: $2,000

> We can impose a minimum annual fee of $2,000 per household for portfolio management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $292,139,662
- Discretionary: $292,139,662
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 479 | $88,521,323 |
| High net worth individuals | 118 | $197,368,741 |
| Charitable organizations | 5 | $6,063,111 |
| State or municipal government entities (including government pension plans) | 2 | $186,487 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, FL, GA, IL, LA, OH, SC, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apxstrategicwealth.com
- cleartracwealth.com
- solomonwood.com
- Facebook @SolomonWoodFA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,305,748 | 8 | April 12, 2021 |
| October 2022 | $173,126,830 | 8 | February 17, 2022 |
| October 2023 | $146,219,800 | 8 | September 8, 2023 |
| October 2024 | $200,873,256 | 8 | March 18, 2024 |
| October 2025 | $227,271,694 | 8 | May 29, 2025 |
| October 2026 | $292,139,662 | 8 | August 4, 2026 |

Regulatory assets under management: $154,305,748 in the October 2021 data and $292,139,662 in the October 2026 data, up 89%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added the business name Solomonwood, LLC.
- Added the business name Cleartrac Wealth Advisors.
- Added the business name Apex Private Wealth, LLC.

### July 2026
- No longer lists the business name Solomonwood, LLC.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $227,271,694 to $292,139,662 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apex Strategic Wealth, LLC (CRD 308569): Form ADV filing data as of October 2026.