Apogee Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$89,404,954
Clients
94
Advisors
2
of 3 employees
About
Apogee Wealth Partners advises individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and charitable organizations, providing ongoing portfolio management, pension consulting, and financial planning services. The firm also offers educational workshops and seminars at no cost to attendees.
Apogee develops individualized Investment Policy Statements and applies both fundamental and quantitative analysis within a long‑term trading framework, typically seeking discretionary authority to implement client portfolios. Its stated investment universe includes mutual funds, ETFs, fixed income, REITs, BDCs and pass‑through securities, and the brochure notes the use of borrowing within separately managed accounts where appropriate.
Compared with many peers, Apogee’s brochure calls out two less common practices—public educational seminars and permitting borrowing in separately managed accounts—and it discloses that its blended tiered fee schedule can create a potential conflict of interest. The firm also emphasizes operational features for a small adviser, including no account minimums, use of Schwab’s institutional custody and related soft‑dollar services, and an annual independent CPA audit tied to its limited custody/standing letter of authorization.
Client services
Expertise
Fee options
Between $500 and $10,000 per financial plan
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.65%
$200 to $400 per hour
Main office
Chattanooga TN
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
George B
CFP®, Series 63
Chattanooga, TN
Apogee Wealth Partners, LLC
George Bryant is a CFP® professional with 18 years of industry experience. He has worked at Apogee Wealth Partners, LLC since 2021 and previously spent seven years at Barnett and Co Inc. Apogee Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, pension consulting, and financial planning services. The firm conducts public educational workshops and applies both fundamental and quantitative analysis within a long-term investment framework.
Christopher H
CFA®, Series 63, Series 65
Chattanooga, TN
Apogee Wealth Partners, LLC
Christopher Hopkins is a CFA® charterholder with 18 years of experience in the financial industry. He is currently a financial advisor at Apogee Wealth Partners, LLC, where he has worked since 2021, and previously was with Barnett & Co Inc for 17 years. Apogee Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, pension consulting, and financial planning services. The firm offers educational workshops and seminars at no cost and employs both fundamental and quantitative analysis within a long-term trading framework.
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