Apollon Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$11.6B

Discretionary

$11.2B

97% of AUM

Avg account

$463K

Accounts

24,984

Employees

199

Advisory reps

140

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 291902
Registered since: January 22, 2018
Website: apollonwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.91%
Individuals16.54%
Corporations / Businesses2.39%
Pension & Profit Sharing Plans0.51%
Pooled Investment Vehicles0.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Apollon Wealth Management, LLC is an independent registered investment adviser that acts as both portfolio manager and capital allocator for a mix of individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting-type services and selection of third‑party advisers. Its fee arrangements include assets‑under‑management, hourly and fixed‑fee engagements. Apollon identifies as an active ESG investor and reports that it allocates to outside managers as part of its adviser‑selection service. The firm has received industry recognition in recent years, including Citywire’s “50 Growers Across America” lists (2023–2025), Barron’s Top 100 RIA Firms (2025), and AdvisorHub’s “50 RIA Firms to Watch” (2026).