Apollo Wealth Management

Overview

Apollo Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee schedules are flexible: it charges a percentage of assets under management and can also bill hourly, via fixed fees, or using performance-based arrangements. Apollo does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm has an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives