# Apollo Wealth Management, LLC

> Apollo Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 144673
- Filed as: APOLLO WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144673
- AdvisorCensus page: https://advisorcensus.com/firm/apollo-wealth-management-llc-144673

## Quick answers

**How is Apollo Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Apollo Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Apollo Wealth Management, LLC registered with the SEC or a state?**
Apollo Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 144673.

**How much does Apollo Wealth Management, LLC manage?**
Apollo Wealth Management, LLC reports $39,336,809 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (6% discretionary).

**How have Apollo Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Apollo Wealth Management, LLC: Regulatory assets under management: $73,984,445 in the October 2021 data and $39,336,809 in the October 2026 data, down 47%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Apollo Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Apollo Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144673

**What changed in Apollo Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $31,347,701 to $39,336,809 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $39,336,809
- Discretionary: $2,199,125
- Non-discretionary: $37,137,684

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,199,125 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $37,137,684 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apollowm.com
- LinkedIn @apollo-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $73,984,445 | 1 | March 23, 2021 |
| October 2022 | $81,079,062 | 1 | March 30, 2022 |
| October 2023 | $65,261,341 | 1 | March 30, 2023 |
| October 2024 | $70,041,404 | 1 | March 28, 2024 |
| October 2025 | $31,347,701 | 1 | March 26, 2025 |
| October 2026 | $39,336,809 | 1 | March 31, 2026 |

Regulatory assets under management: $73,984,445 in the October 2021 data and $39,336,809 in the October 2026 data, down 47%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $31,347,701 to $39,336,809 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apollo Wealth Management, LLC (CRD 144673): Form ADV filing data as of October 2026.