A complete list of active advisors currently associated with Apogee Wealth Advisors

Warmer can help you find a great advisor at Apogee Wealth Advisors or one who fits your needs even better.

The firm provides discretionary asset management, one-time and ongoing financial planning, and retirement-plan consulting to individuals and high‑net‑worth clients. It also delivers services for qualified retirement plans, including acting as an ERISA 3(38) investment manager, and offers portfolio management through third‑party platforms and bundled program arrangements. Investment programs are implemented on a discretionary basis and are tailored to client goals, time horizons and risk tolerance, using fundamental and technical analysis and a mix of long‑ and short‑term strategies with periodic (quarterly) account reviews. The firm may appoint sub‑advisors or engage platform managers for portfolio construction and execution while retaining overall client oversight and fiduciary responsibility. What is noteworthy is the firm’s explicit use of affiliations with other investment advisers and its ability to delegate discretionary management to sub‑advisors or platform providers (e.g., Orion Portfolio Solutions and a bundled Altruist One program), arrangements that are uncommon among independent peers. The brochure also discloses an affiliated insurance practice that generates commission income and notes the firm was founded in 2026 and currently reports no client assets, factors prospective clients may consider when evaluating scale and potential conflicts.

To learn more about the advisors currently working at Apogee Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kerri Kimball	Danville, CA	19

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