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

139

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 organized as an LLC and SEC-registered in 2018. The firm serves both individual and family clients as well as institutional relationships and operates as a capital allocator with explicit authority to select other advisers. Its service mix includes financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, and adviser selection. Fee arrangements reported include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Apollon reports being an active ESG investor and maintains affiliations with other investment advisers and an insurance company. The firm has drawn public recognition in recent years, including appearances on Citywire’s 50 Growers Across America list (2023–2025), Barron’s Top 100 RIA Firms in 2025, and AdvisorHub’s 50 RIA Firms to Watch in 2026.