Apollon Wealth Management, LLC

RIASEC Registered

Total AUM

$11.6B

Discretionary

$11.2B

97% of AUM

Avg account

$463K

Accounts

24,984

Employees

199

Advisory reps

153

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 registered with the SEC in 2018. The firm operates as an LLC and describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, and selection of other advisers. Apollon reports using a mix of fee structures (percentage of AUM, hourly, and fixed fees) and identifies itself as an active ESG investor. The firm has drawn industry recognition in recent years, including repeated inclusion in Citywire’s "50 Growers Across America" list (2023–2026), a Barron’s Top 100 RIA Firms placement in 2025, and a listing among AdvisorHub’s "50 RIA Firms to Watch" in 2026.