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

142

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 since 2018. The firm acts as a capital allocator and serves a mix of individual/family and institutional clients. Its advisory services cover comprehensive financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting and manager selection. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Apollon identifies as an active ESG investor and maintains relationships with other investment advisers and insurance firms. The firm has been recognized in several industry lists in recent years, including Citywire’s “50 Growers Across America” across multiple years, Barron’s Top 100 RIA Firms (2025), and AdvisorHub’s “50 RIA Firms to Watch” (2026).