Apogee Wealth Advisors Information
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Apogee Wealth Advisors
Summary
Apogee Wealth Advisors is a boutique financial services firm providing guidance in the areas of financial planning, asset management, estate and insurance planning and executive benefits. Our commitme...Show more
Organization Website | apogeewealthadvisors.com |
Social Links |   |
Industries | |
Headquarters Location | Chappaqua, NY, 10514-1715 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Asset Management, Estate & Insurance Planning, Corporate & Executive Benefits, Sustainable Investing, Women and Investing |
Founded | 2013 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2007 | Privately Held | 10-50 | - | $- | |
| 2008 | Privately Held | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Apogee Wealth Advisors shows a diverse range of experience levels:
17% for 5–7 years17% for 8–10 years67% have over 11 years of service at Apogee Wealth AdvisorsDiscover More
Contact top employees from
Apogee Wealth Advisors
Karen Rottman Roth
Managing Partner
Kerri Kimball
Managing Partner
Kati Renth
Administrative and Social Media Associate
Companies Similar to Apogee Wealth Advisors
FAQ
Apogee Wealth Advisors operates in the Finance industries. More details can be found on the official website: apogeewealthadvisors.com.
The headquarters of Apogee Wealth Advisors are located in Chappaqua, United States.
Apogee Wealth Advisors currently employs 1-10 people.
Well-known competitors of Apogee Wealth Advisors include Strategies Wealth Advisors and Summa Global Advisors.
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