Apollo Wealth Management, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apollo Wealth Management, Ltd. is an independent, fee-only advisory firm that provides comprehensive financial planning and investment advisory services to individuals, families and estates. Its planning services cover cash flow, retirement, tax and estate considerations, and its advisory work focuses on publicly available securities such as mutual funds, ETFs and fixed-income instruments.
The firm’s investment approach is informed by a macro view of the global economy and Modern Portfolio Theory, with an emphasis on low-cost, tax‑efficient investments and disciplined asset-allocation. Portfolios are implemented and monitored with prior client approval; the firm does not exercise discretionary trading authority and uses signed Investment Policy Statements to document client restrictions and objectives, obtaining limited power of attorney only for account information and, when authorized, to implement client‑approved trades.
What distinguishes the firm from many solo independent advisers is its primarily non‑discretionary model and a relatively small client roster with substantial assets under management, suggesting more individualized engagement per client. The firm’s principal holds CFP certification and has prior private‑client experience and academic teaching roles; firm policies also prohibit cross‑trading, eschew soft‑dollar arrangements and commissions, and the firm does not act as custodian of client assets.
Client services
Expertise
Fee options
Financial planning fees begin at $3,500/year, negotiable based on complexity
Minimum fee: Greater of $3,500/year or 1.25% of assets under management Fee-only: Financial planning fees are a negotiable flat dollar amount beginning at $3,500/year
Main office
Honolulu HI
Advisors at this office
1
Most active in
Hawaii · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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