Apollo Wealth Management

Overview

Apollo Wealth Management is an Ohio-based limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and focuses on serving individual and family clients, with portfolio management services for individuals and small businesses plus financial planning. Its fee menu is flexible: percentage of assets under management, hourly and fixed fees, and the capacity to charge performance-based fees. Apollo is not structured as a capital allocator and does not position itself as an ESG-focused or multi-state adviser. The firm lists an insurance company affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices