APOGEE WEALTH MANAGEMENT LIMITED Financials
- Company number
- 06925283Copy
Copy - Registered office
- No.1 Booths Park, Chelford Road, Knutsford, Cheshire WA16 8GS
- Incorporated
- 05/06/2009
Company snapshot
- Status
- Active
- Employees
- 0 (2026)
- Latest financial data
- 2026
- Accounts type
- Unaudited abridged
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
41.82%vs 20252025: £1.84M
Total Assets
26.28%vs 20252025: £2.32M
Cash in Bank
37.13%vs 20252025: £953.14K
Total Liabilities
-33.61%vs 20252025: £477.83K
Employees
0vs 20252025: 0
In 2026, APOGEE WEALTH MANAGEMENT LIMITED reported net assets of £2.61M. The same filing shows total assets of £2.93M, cash in bank of £1.31M and total liabilities of £317.22K. Reported headcount was 0 in 2026. Net Assets rose from £1.84M in 2025 to £2.61M in 2026 (41.82%). Okredo holds filed figures for 2022–2026; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
41.82%from £1.84M in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures APOGEE WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
+89.9%vs 2024+37.8% a year compound (CAGR)
Cash in Bank
+136%vs 2024+53.7% a year compound (CAGR)
Total Assets
+72.3%vs 2024+31.3% a year compound (CAGR)
Total Liabilities
-2.3%vs 2024-1.1% a year compound (CAGR)
Employees
-100%vs 2024-28Biggest increase
Cash in Bank+136%
£553.29K in 2024 to £1.31M in 2026
Biggest decrease
Employees-100%
28 in 2024 to 0 in 2026
APOGEE WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2024 and 2026. The steepest rise came in cash in bank, pointing to a more liquid cash position, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from APOGEE WEALTH MANAGEMENT LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 89.18%2026
- Liabilities to total assets
- 10.82%2026
- Cash to liabilities
- 412.03%2026
- Cash to total assets
- 44.60%2026
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for APOGEE WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 905.67K | 1.27M | 1.38M | 1.84M | 2.61M |
| Total Assets£ | 1.26M | 1.59M | 1.70M | 2.32M | 2.93M |
| Cash in Bank£ | 381.99K | 607.29K | 553.29K | 953.14K | 1.31M |
| Total Liabilities£ | 357.23K | 323.85K | 324.60K | 477.83K | 317.22K |
| Employees | 27 | 28 | 28 | 0 | 0 |
APOGEE WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has APOGEE WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for APOGEE WEALTH MANAGEMENT LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did APOGEE WEALTH MANAGEMENT LIMITED report in 2026?
APOGEE WEALTH MANAGEMENT LIMITED reported net assets of £2.61M for 2026. That compares with £1.84M in 2025, a change of 41.82%.
What total assets did APOGEE WEALTH MANAGEMENT LIMITED report in 2026?
APOGEE WEALTH MANAGEMENT LIMITED reported total assets of £2.93M for 2026. That compares with £2.32M in 2025, a change of 26.28%.
What cash in bank did APOGEE WEALTH MANAGEMENT LIMITED report in 2026?
APOGEE WEALTH MANAGEMENT LIMITED reported cash in bank of £1.31M for 2026. That compares with £953.14K in 2025, a change of 37.13%.
How many people does APOGEE WEALTH MANAGEMENT LIMITED employ?
APOGEE WEALTH MANAGEMENT LIMITED reported 0 employees in 2026, compared with 0 in 2025.
How have APOGEE WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2024 and 2026, APOGEE WEALTH MANAGEMENT LIMITED's net assets rose by 89.9%, cash in bank rose by 136%, total assets rose by 72.3% and total liabilities fell by 2.3%. Net assets compounded at 37.8% a year across the two years to 2026, from £1.38M to £2.61M. Reported headcount went from 28 in 2024 to 0 in 2026 (-28).
Which years of APOGEE WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.