Apollo Wealth Management, Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 136803
- Website
- apollowealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.45%
- Individuals3.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Apollo Wealth Management, Ltd. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its clients are billed through a mix of percentage-of-AUM and fixed-fee arrangements. Apollo does not identify as an active ESG investor and is not structured as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents23%
- Investment Grade Corp Bonds14%
- Non-Investment Grade Corp Bonds3%
- US Government Bonds2%
Contacts
1 of 1
Howard Haber
PresidentCRD 2831403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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