Crown Point, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Apollon Wealth Management, LLC
Multi-team
Firm-wide stats for Apollon Wealth Management, LLC
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
Based on Apollon Wealth Management, LLC
Location
105 North Court St.
Crown Point IN 46307
Advisors at this office
2
Advisors at this office
Joshua M
Series 63, Series 65
Crown Point, IN
Apollon Wealth Management, LLC
Joshua Mauk is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at CAPE Securities, Inc., Purshe Kaplan Sterling Investments, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he is involved in several business activities including owning ConnectMyBiz, which refers employers for Employee Retention Credits, and serving as president of TerraWealth Risk Management, focusing on life insurance and fixed annuity products. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed models with locally managed portfolios and invests across various asset classes, offering services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles for private funds and pooled vehicles.
Lauren M
Series 63, Series 65
Crown Point, IN
Apollon Wealth Management, LLC
Lauren Mink is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management, AE Financial Services, and Primerica. Outside of her role at Apollon, she is also affiliated with Terra Wealth as an Investment Advisor Representative. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.
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