# Apollo Wealth Management

> Apollo Wealth Management is a state-registered investment advisory firm in Wooster, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 334251
- Filed as: APOLLO WEALTH MANAGEMENT
- Legal name: Apollo Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wooster, OH
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334251
- AdvisorCensus page: https://advisorcensus.com/firm/apollo-wealth-management-wooster-oh-334251

## Quick answers

**How is Apollo Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Apollo Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Apollo Wealth Management located?**
Apollo Wealth Management's principal office is in Wooster, OH, according to its Form ADV.

**Is Apollo Wealth Management registered with the SEC or a state?**
Apollo Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334251.

**How much does Apollo Wealth Management manage?**
Apollo Wealth Management reports $22,000,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (95% discretionary).

**What types of clients does Apollo Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (487); high net worth individuals (3).

**Does Apollo Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334251

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $22,000,000
- Discretionary: $21,000,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 487 | $18,300,000 |
| High net worth individuals | 3 | $3,700,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- invest-awm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apollo Wealth Management (CRD 334251): Form ADV filing data as of October 2026.