APOLLO WEALTH MANAGEMENT

Overview

Apollo Wealth Management is an independent registered investment adviser operating as a limited liability company focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, and it uses a mix of fee arrangements (percent of AUM, hourly, fixed fees and performance-based fees) to serve clients across smaller and mid-sized relationships. Investment activity tilts strongly toward publicly traded equities and exchange-traded vehicles, with manager allocation interest concentrated on external managers for real estate when seeking alternative exposure. The firm is not an active ESG investor, is not structured as a multi-state adviser, and maintains an affiliation with an insurance company that complements its use of annuities in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices