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Dax A

Series 63, Series 65

Winston-Salem, NC

Apollon Wealth Management, LLC

Dax Allred is a financial advisor at Apollon Wealth Management, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cabot Lodge Securities LLC, J. Alden Associates, Inc., and manages family business interests through Allred Family Holdings, Inc. He is involved in managing family-owned farmland and commercial real estate assets. Apollon Wealth Management, LLC is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategies with locally managed portfolios, offering a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance company clients.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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