Delafield, WI 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

3960 Hillside Drive #201

Delafield WI 53018

Advisors at this office

5

Advisors at this office

user avatar

James M

CFP®, Series 66

Delafield, WI

Apollon Wealth Management, LLC

James Mc Court is a CFP® professional affiliated with Apollon Wealth Management, LLC, with 15 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, Inc. He serves as an officer and chair of the finance committee for Child Restoration Outreach Support Organization, a nonprofit focused on restorative efforts. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and locally managed portfolios, offering a range of services including financial planning, portfolio management, and consulting tailored through diverse investment vehicles and specialized sub-advisory roles.

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

Brett N

CFP®, Series 66

Delafield, WI

Apollon Wealth Management, LLC

Brett Nowatske is a CFP® with three years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He previously worked at Senglaub Financial Group and Independent Financial Group, LLC for eight years. Outside his advisory role, he volunteers at Trinity Lutheran Church, where he helps monitor cash flows and manage the congregation’s donations. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser that serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, consulting, and sub-advisory roles 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
user avatar

Jeffrey S

Series 63, Series 65

Delafield, WI

Apollon Wealth Management, LLC

Jeffrey Senglaub is a financial advisor at Apollon Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Independent Financial Group, and SAGEPOINT FINANCIAL, Inc. He is also the owner of Executive Pension Design, Inc., a business entity involved in tax and investment-related activities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides comprehensive financial planning, portfolio management, and advisory services, combining centrally managed model strategies with locally managed portfolios 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

Craig R

Series 66

Delafield, WI

Apollon Wealth Management, LLC

Craig Rusch is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and SAGEPOINT FINANCIAL. Outside of his advisory role, he serves as president of the Fort Atkinson Wisconservation Club, a non-profit conservation organization. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, families, businesses, trusts, charitable organizations, and institutional clients. The firm offers comprehensive financial planning and portfolio management, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and alternative investments.

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

Christine S

Series 63, Series 65

Delafield, WI

Apollon Wealth Management, LLC

Christine Senglaub is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Independent Financial Group. She is also involved in family investment entities primarily used for tax and investment purposes. 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 combines centrally managed investment strategies with locally managed portfolios, offering a range of services such as financial planning, portfolio management, retirement plan advisory, and consulting for pooled investment vehicles and insurance company clients.

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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