Apollo Wealth Management, LLC

Overview

Apollo Wealth Management, LLC is a small, owner-operated independent RIA that focuses on advisory relationships built around financial planning and portfolio oversight. Registered with the SEC in 2019, the firm serves both individual and family clients as well as institutional relationships, and offers fee arrangements that include a percentage-of-AUM component and hourly charges for advisory work. Its primary advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is concentrated in pooled public vehicles—chiefly mutual funds and other public funds—rather than direct-stock-led strategies or broad use of third-party alternative managers. The firm is not positioned as an active ESG investor and operates without a multi-state footprint, which aligns with a boutique advisory model that emphasizes counsel and plan-driven portfolio construction over large-scale capital allocation or proprietary product distribution.

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Location & Offices