Sarasota, FL Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

2

Of 140 advisors across 67 offices

Location

1990 Main Street, Suite 750

Sarasota FL 34236

Advisors at this office

2

Advisors at this office

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Allen J

Series 63, Series 65

Sarasota, FL

Apollon Wealth Management, LLC

Allen Johnson is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Apollon Wealth Management since 2004 and previously worked with Raymond James & Associates and Cabot Lodge Securities. Johnson is a member of Bridge Angel Group, a nonprofit membership organization focused on reviewing private companies. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed office strategies, employing fundamental analysis, tactical allocations, and long-term holdings, and offers ESG risk-based models alongside tax management tools.

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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Josh R

CFP®, Series 63, Series 65

Sarasota, FL

Apollon Wealth Management, LLC

Josh Renda is a CFP® professional with 25 years of industry experience, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Raymond James & Associates and J Alden Associates, Inc. He also serves as a Senior Family Office Advisor for Adi Dassler International Family Office through Apollon Wealth Management. Apollon Wealth Management provides advisory services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategies with local portfolio decision-making and employs both fundamental and tactical investment approaches, including 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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