Denver, CO Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

2

Of 140 advisors across 67 offices

Location

950 Seventeenth Street

Denver CO 80202

Advisors at this office

2

Advisors at this office

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Alan H

CFP®, Series 63

Denver, CO

Apollon Wealth Management, LLC

Alan Holman is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Cascade Financial Management and operated his own practice, Alan Holman CFP. Outside of his advisory work, he owns a personal holding company for his independent contracting activities and serves as an independent representative for various fixed insurance carriers. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with an investment process that combines centrally managed strategies and local portfolio oversight, incorporating both fundamental and tactical approaches along with tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Matthew W

Series 63, Series 65

Denver, CO

Apollon Wealth Management, LLC

Matthew Workman is a financial advisor with Apollon Wealth Management, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments and Moloney Securities. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm employs a combination of centrally managed and locally managed investment strategies, offering services that include financial planning, retirement advisory, and sub-advisory roles, managing approximately $11.6 billion in client assets.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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