Rockville, MD Research Court 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 a multi‑team SEC‑registered investment adviser overseeing about $11.56 billion in client assets with a network of roughly 145 advisors and 67 offices serving approximately 8,310 clients. The firm serves individuals and high‑net‑worth families as well as family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles and insurance company clients, and offers financial planning, discretionary and non‑discretionary portfolio management, retirement plan advisory, and sub‑advisory/consulting services.

Apollon combines centrally managed strategy mandates overseen by an Investment Committee with locally managed portfolios run by its investment advisor representatives, supported by a Local Office Due Diligence Sub‑Committee. Its investment process uses fundamental analysis alongside tactical allocations, ESG risk‑based models, Direct Indexing with tax management overlays, third‑party sub‑managers and TAMPs, and it supplements research and modeling with technology tools including generative AI.

What distinguishes Apollon from many multi‑team peers is its direct involvement with pooled investment vehicles and private funds and its role as a sub‑advisor and portfolio consultant to registered products — for example, work performed by its CJ Lawrence division for unit investment trusts and an exchange‑traded fund — as well as its provision of portfolio management to insurance‑dedicated funds (PPLI/IDFs). The firm also operates a platform model that onboards independent advisor DBAs and provides back‑office and transition support to other advisers, with these relationships and alternative/illiquid investment offerings overseen and disclosed through its Investment Committee and governance processes.

Based on Apollon Wealth Management, LLC

Expertise

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy

Based on Apollon Wealth Management, LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Apollon Wealth Management, LLC

Demographic focus

Values-based investing Mid-Career Professionals

Based on Apollon Wealth Management, LLC

Location

1 Research Court, Suite 240

Rockville MD 20850

Advisors at this office

3

Advisors at this office

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Rebeka K

Series 65

Rockville, MD

Apollon Wealth Management, LLC

Rebeka King is a Series 65 licensed financial advisor with five years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at Bridgemark Wealth Management. In addition to her advisory work, she is also involved in insurance sales as an agent. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional clients. The firm employs a combination of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG models, and technology tools such as generative AI, while also participating actively in pooled investment vehicles and private funds.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
user avatar

Connor S

Series 65

Rockville, MD

Apollon Wealth Management, LLC

Connor Stanley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has previously worked at Bridgemark Wealth Management and Northwestern Mutual. Stanley is also involved with Advisor Insurance Solutions, where he sells insurance products as needed to meet client requirements. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering a range of services including financial planning, portfolio management, and consulting. Its investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, ESG risk models, and technology tools such as generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Winter T

Series 66, Series 65

Rockville, MD

Apollon Wealth Management, LLC

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to his advisory role, he is an independent insurance agent involved in selling insurance products as needed to meet client needs. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a range of investment techniques including fundamental analysis, tactical allocations, ESG risk-based models, and technology tools such as generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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