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

144

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 positions itself as a capital allocator for both individual/family and institutional clients. The firm, SEC-registered since 2018, offers a mix of financial planning and portfolio management services across individual accounts, pooled vehicles, pension consulting and manager selection. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Apollon reports being an active ESG investor and maintains relationships with other advisers and insurance firms as part of its service model. The firm has received multiple industry recognitions in recent years, including repeated Citywire "50 Growers Across America" listings (2023–2026), a Barron’s Top 100 RIA Firms placement in 2025, and a spot on AdvisorHub’s "50 RIA Firms to Watch" in 2026.