Winston, NC Office

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.