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APOLLON WEALTH MANAGEMENT, LLC
CRD 291902File 801-112350
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.56B
Top 10% of cohort (national)
Discretionary AUM
$11.19B
Non-discretionary $372.4M
Clients
8,389
24,984 accounts
Employees
199
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 22, 2018
- Principal office
- 111 COLEMAN BLVD, SUITE 402, MOUNT PLEASANT, SC, 29464
- Phone
- 843-579-0018
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.56B
- Discretionary AUM
- $11.19B
- Non-discretionary AUM
- $372.4M
- Discretionary accounts
- 19,905
- Non-discretionary accounts
- 5,079
- Total accounts
- 24,984
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 47 | $275.8M |
| Insurance companies | Fewer than 5 | $1.1M |
| Charitable organizations | 5 | $21.2M |
| High net worth individuals | 2,697 | $9.24B |
| Pooled investment vehicles | 4 | $53.2M |
| Pension and profit sharing plans | 22 | $59.1M |
| Individuals (other than high net worth individuals) | 5,613 | $1.91B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.