Columbus, OH Office

Team
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Apollon Wealth Management, LLC

Multi-team

Firm-wide stats for Apollon Wealth Management, LLC

Total advisors

145

Across 67 offices

Clients per advisor

57 Typical

Avg AUM per client

$1,342,146 High

HNW client ratio

32% High

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.

Based on Apollon Wealth Management, LLC

Expertise

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

Based on Apollon Wealth Management, LLC

Occupation focus

Founder/Business Owner

Based on Apollon Wealth Management, LLC

Location

716 Mt. Airyshire Boulevard, Suite 200

Columbus OH 43235

Advisors at this office

8

Advisors at this office

user avatar

Austin M

CFP®, Series 63, Series 65

Columbus, OH

Apollon Wealth Management, LLC

Austin Mauk is a CFP® professional with six years of industry experience, currently serving at Apollon Wealth Management, LLC in Columbus, OH. His prior experience includes roles at Janney Montgomery Scott LLC, Independence Wealth Advisors, Golden Reserve, LLC, and Nationwide Children's Hospital. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios tailored to client needs.

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

Robert M

CFP®, Series 63

Columbus, OH

Apollon Wealth Management, LLC

Robert Mauk is a CFP® with 32 years of industry experience, currently advising at Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as President of the Summerfield XV Civic Association in Pickerington, Ohio. Apollon Wealth Management is a multi-team SEC-registered adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm integrates centrally managed model strategies with locally managed portfolios and offers a broad range of investment solutions, including ESG models and tax-managed Direct Indexing.

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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Lydia K

Series 65

Columbus, OH

Apollon Wealth Management, LLC

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and no prior industry experience. Her previous work includes roles at PNC Financial Services Group and the India Gospel League. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, and insurance company clients. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, and consulting across various asset classes.

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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Jan V

CFP®, Series 65

Columbus, OH

Apollon Wealth Management, LLC

Jan Vecerka is a CFP® professional with three years of experience in financial advising. He is currently with Apollon Wealth Management, LLC and previously worked at Sequoia Financial Group and Wealthstone Advisors. Prior to his advisory roles, he held positions in both academic and hospitality settings. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a diverse range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated funds.

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

Hannah M

Series 65

Columbus, OH

Apollon Wealth Management, LLC

Hannah Mulligan is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Apollon Wealth Management, she worked at Gilliland Lee Financial Group and held positions at Restoration Hardware, North High Brewing Company, and Northstar Cafe. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a range of investment approaches including ESG models, Direct Indexing, and the use of third-party sub-managers to tailor client solutions.

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

Joseph C

CFP®, Series 63

Columbus, OH

Apollon Wealth Management, LLC

Joseph Chornyak Sr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC in Columbus, OH. His career includes roles at Janney Montgomery Scott and Commonwealth Financial Network, as well as founding Chornyak & Associates. He is an author of a book titled *The Wealth Maze* and serves as an uncompensated board member of the Foundation for Financial Planning. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, tax-managed direct indexing, and advisory roles for insurance company clients and private funds.

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

Susan B

Series 66

Columbus, OH

Apollon Wealth Management, LLC

Susan Bickel is a financial advisor at Apollon Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott, Bank of America, Merrill, and J.P. Morgan Securities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed models and locally managed portfolios across a range of investment vehicles, including ESG strategies and Direct Indexing.

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

Joseph C

CFP®, Series 63

Columbus, OH

Apollon Wealth Management, LLC

Joseph Chornyak Jr. is a CFP® with 31 years of industry experience. He is currently with Apollon Wealth Management, LLC in Columbus, OH, and has previously worked at Janney Montgomery Scott LLC, Commonwealth Financial Network, Chornyak & Associates, and Royal Alliance Associates, INC. Outside of his advisory work, he is involved in commercial real estate management. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm provides financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed model strategies and locally managed portfolios across a broad range of investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this office
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