William Stuart Wood
Investment adviser representative at Apex Strategic Wealth, LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$292.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Apex Strategic Wealth, LLCMay 2020 to now
- LPL Financial LLCJul 2013 to now
- Innovative Advisory Partners, LLCOct 2016 to Jul 2020
- Franklin Wealth ManagementJul 2013 to Oct 2020
- Solomonwood, LLCAug 1996 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TN).
Apex Strategic Wealth, LLC
$292.1MAssets managed
604Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2788497
- Firm CRD
- 308569