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APOLLON WEALTH MANAGEMENT, LLC
CRD 291902 · SEC 801-112350
111 COLEMAN BLVD, SUITE 402, MOUNT PLEASANT, SC, 29464, United States
Phone
843-579-0018
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.56B
Discretionary AUM
$11.19B
Team
199 total employees; 115 advisory reps; 197 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5613 | $1.91B |
| High net worth individuals | 2697 | $9.24B |
| Pooled investment vehicles | 4 | $53.2M |
| Pension/profit sharing plans | 22 | $59.1M |
| Charitable organizations | 5 | $21.2M |
| Insurance companies | 1 | $1.1M |
| Corporations/business entities | 47 | $275.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://bridgemark.apollonwealth.com/
- https://catalystwealthmanagement.com/
- https://cic-wealth.com
- https://www.tampawealthadvisor.net
- https://www.singularityfs.com/
- https://www.jewilson.com
- https://www.treecityadvisors.com
- https://charlestonfinancialplan.com
- https://properguidance.com/
- https://prismadvisoryllc.com/
- https://www.apollonwealth.com
- https://www.tampawealthadvisor.com
- https://braintree.apollonwealth.com/
- https://podestacapital.com/
- https://twitter.com/ApollonWealth
- https://www.instagram.com/apollonwealth/
- https://vimeo.com/user156636481
- https://www.linkedin.com/company/apollon-wealth-management/
- https://apollonwealthmanagement.com/
- https://www.facebook.com/apollonwealthmanagement/
- https://www.adifo.net
Official SEC filing: View on IAPD