Apex Strategic Wealth, Llc
- Regulatory AUM
- $292M
- Discretionary
- $292M
- Clients
- 604
- Avg AUM / client
- $484K
- Accounts
- 1,328
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 479 | $88.5M | 30.3% |
| High net worth individuals | 118 | $197M | 67.6% |
| Charitable organizations | 5 | $6.1M | 2.08% |
| State or municipal government entities | 2 | $186K | 0.06% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Leonard Pragnell | Chief Operating Offier And Chief Compliance Officer | Mar 2020 (6y) | 10% – 25% | |
| Christopher Alan Taylor | Chief Financial Officer | CFP | May 2020 (6y) | GP / trustee / elected manager of Solomonwood Global, Llc (indirect) |
| William Stuart Wood | Owner, Chief Executive Officer | CFP | May 2020 (6y) | ≈ 56.25% – 100% via Solomonwood Global, Llc |
| John Thomas Garmany | Registered representative | May 2020 (6y) | ||
| Josiah Christian Mc Daniel | Registered representative | Jul 2020 (6y) | ||
| Noah Wood | Registered representative | Sep 2024 (2y) | ||
| Charles Jonathan Emanuel | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Solomonwood Global, Llc | Owner | Aug 2021 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- William Stuart Wood: 75% – 100% of Solomonwood Global, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $172M (59% of AUM) Jul 2026
- Charles Schwab & Co. $120M (41% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗