Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,153,233,680
Clients
8,310
Advisors
145
across 67 offices
About
Apollon Wealth Management, LLC is an SEC‑registered multi‑team adviser that serves individuals, high‑net‑worth clients, families and family offices, trusts and estates, businesses, charitable organizations and retirement plans, and also accepts pooled vehicles and insurance company clients. The firm provides financial planning, discretionary and non‑discretionary portfolio management, retirement plan advisory, sub‑advisory and consulting services, and acts as investment advisor to private funds and other pooled investment vehicles.
Apollon combines centrally managed model strategies overseen by an Investment Committee with locally managed portfolios run by its network of investment advisor representatives operating under various DBAs, and it monitors local managers through a Local Office Due Diligence Sub‑Committee. The firm invests across mutual funds, ETFs, equities, fixed income and alternative vehicles, offers ESG models and Direct Indexing with tax management overlays, and uses third‑party sub‑managers and external managers where appropriate to tailor client solutions.
Compared with many multi‑team peers, Apollon engages in a number of statistically less common activities: it serves insurance company clients, provides portfolio management and sub‑advisory services for pooled and insurance‑dedicated funds (including private credit funds and sub‑advisory roles for PPLI/IDFs), and performs portfolio consulting for unit investment trusts through its CJ Lawrence division. The firm also manages held‑away assets via third‑party connectivity platforms and discloses minority outside ownership interests that link it to certain third‑party investment solutions, with those relationships subject to Investment Committee due diligence and disclosure.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services may be charged as a one-time fixed fee or annual fixed fee, negotiated per client.
up to 2.00% annually
Certain IARs may receive commissions for insurance products; also some IARs registered representatives earn commissions through broker-dealers (PKS, Cabot Lodge, AE Financial Services).
Account minimum: $250,000 Fee-only: Financial planning fees typically start at $5,000 and can exceed $50,000 depending on scope.
Main office
See office111 Coleman Blvd, Suite 402
Mount Pleasant SC 29464
Advisors at this office
24
Offices (67)
Mount Pleasant, SC
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
24 advisors
Columbus, OH
716 Mt. Airyshire Boulevard, Suite 200, Columbus, OH 43235
8 advisors
Atlanta, GA 3344 Peachtree Road NE
3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326
7 advisors
Boise, ID
1673 W Shoreline Dr. Suite 140, Boise, ID 83702
6 advisors
Peachtree Corners, GA Triangle Parkway
5550 Triangle Parkway, Suite 101, Peachtree Corners, GA 30092
6 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Adh Wealth · Adi Dassler International Family Office · Apollon Bridgemark · Apollon New England · Apollon Wealth Management, LLC · Bluechip Wealth Management · Cascade Apollon · Catalyst Apollon · Chornyak & Associates · Cic Wealth · Cj Lawrence · Cjl · Jason Young And Associates · Je Wilson Of Apollon · Lifetrac · Pelley Group Of Apollon · Piershale Financial Group Of Apollon · Podesta Capital Apollon · Prism Advisory Group · Proper Wealth Management · R3 Capital · Sunshine Wealth Advisors, LLC · Telos Wealth Advisors · Tree City Advisors Of Apollon · Wealth Empowerment Financial Group · Westside Wealth Management Of Apollon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)