SourcingSourcing

APEX STRATEGIC WEALTH, LLC

C38
CRD 308569·SEC 801-118732·CHATTANOOGA, TN
AUM
$292.1M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$876K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
APEX STRATEGIC WEALTH, LLC
CRD
308569
SEC file #
801-118732
EIN
—
DBA names
—

Economics

AUM
$292.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$137.3M → $292.1M▲ +113%
Client mix
Individuals Other479
Individuals High Net Worth118
Charitable Organizations5
State Or Municipal Govt2

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
6 advisors → 7 advisors▲ +17%
Primary office
CHATTANOOGA TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
solomonwood.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOLOMONWOOD GLOBAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
SOLOMONWOOD GLOBAL, LLC
PRAGNELL, ROBERT, LEONARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOLOMONWOOD.COM
Rdap Domain Creation Date
2017-10-26T18:04:38Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2603
Soi Zip Pct 200k Plus
0.0753
Soi Zip Returns 200k Plus
110
Soi Zip Total AGI
127,863
Fdic Zip Total Deposits
3,620,781,000
Fdic Zip Branch Count
97
Fdic Zip Top Banks
First Tennessee Bank, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Lpl Financial6
E*trade4
Fdic Zip Branches Raw
NationsBank of Tennessee, National AssociationChattanooga, TN
First Tennessee Bank, National AssociationChattanooga, TN
Fdic Zip HHI
2058.96
Fdic Zip Top Bank Share Pct
28.04
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-26T18:04:38Z
Rdap Domain Last Changed
2026-01-30T20:45:41Z
Rdap Nameservers
Dns1.p06.nsone.netDns2.p06.nsone.netDns3.p06.nsone.netDns4.p06.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,617
Returns360
Stub 2
AGI11,678
Returns320
Stub 3
AGI14,393
Returns230
Soi Zip Total Business Income
10,381
Soi Zip Total Cap Gains
6,047
Soi Zip Total Dividends
1901
Soi Zip Total Returns
1,460
Trust Company Affiliate
No

People (8)

8
PRAGNELL, ROBERT, LEONARD
IAR · Direct Owner · 17.5%
3105233
TAYLOR, CHRISTOPHER, ALAN
IAR · Executive Officer · 2.5%
5778712
GARMANY, JOHN, THOMAS
IAR · Executive Officer · 2.5%
1597847
BOLDEN, BRANDI, NOEL
Executive Officer · 2.5%
6635225
CHARLES JONATHAN EMANUEL
IAR
5540246
Josiah Christian McDaniel
IAR
6780003
Noah Wood
IAR
7861406
WILLIAM STUART WOOD
IAR
2788497