Charlotte, NC Office

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.