Wealth Manager
    SEC Registered
    Manages Private Funds

    Apollon Wealth Management, LLC

    Registered investment advisor · Mount Pleasant, South Carolina · CRD #291902

    Assets Under Management
    $11.6B
    Client Accounts
    24,984
    Employees
    199
    CRD Number
    291902
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc, Raymond James & Associates, Inc., Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Apollon Wealth Management, LLC

    Apollon Wealth Management, LLC is an investment advisory firm founded in 2018, offering wealth management, financial planning, and investment services. It operates without affiliations to specific companies and has a team of 51-200 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Apollon Wealth Management, LLC's AUM?

    Apollon Wealth Management, LLC reports approximately $11.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Apollon Wealth Management, LLC headquartered?

    Apollon Wealth Management, LLC is headquartered in Mount Pleasant, South Carolina.

    What is Apollon Wealth Management, LLC's CRD number?

    Apollon Wealth Management, LLC's CRD number is 291902. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Apollon Wealth Management, LLC manage?

    Apollon Wealth Management, LLC manages approximately 24,984 client accounts according to its latest SEC filing.

    Is Apollon Wealth Management, LLC SEC registered?

    Yes, Apollon Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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