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APOLLON WEALTH MANAGEMENT, LLC
CRD 291902File 801-112350
APPROVED
Retail clients
Filing as of Sep 15, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 179 | 199 | increased by20 |
| Apr 1, 2026 | Clients | 6,762 | 8,389 | increased by1,627 |
| Apr 1, 2026 | AUM | $7,720,756,861 | $11,563,665,739 | increased by$3,842,908,878 |
| Apr 1, 2026 | Accounts | 20,798 | 24,984 | increased by4,186 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 92 | 179 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,657 | 6,762 | increased by4,105 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,580,046,213 | $7,720,756,861 | increased by$5,140,710,648 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,569 | 20,798 | increased by14,229 |
| May 1, 2022 | Custody | Yes | No | |
| May 1, 2022 | Clients | 4,477 | 2,657 | decreased by1,820 |
| May 1, 2022 | AUM | $2,523,323,675 | $2,580,046,213 | increased by$56,722,538 |
| May 1, 2022 | Accounts | 6,107 | 6,569 | increased by462 |
| Apr 1, 2022 | Employees | 39 | 92 | increased by53 |
| Apr 1, 2022 | Clients | 1,683 | 4,477 | increased by2,794 |
| Apr 1, 2022 | AUM | $1,564,907,999 | $2,523,323,675 | increased by$958,415,676 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “APOLLON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APOLLON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.