Apollon Wealth Management, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

Account minimum: $250,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$11,563,665,739 as of October 2026, filing dated September 15, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

ADH WEALTH, ADI DASSLER INTERNATIONAL FAMILY OFFICE, APOLLON BRIDGEMARK, APOLLON NEW ENGLAND, BLUECHIP WEALTH MANAGEMENT, CATALYST APOLLON, CHORNYAK & ASSOCIATES, CIC WEALTH, CJ LAWRENCE, CJL, JASON YOUNG AND ASSOCIATES, JE WILSON OF APOLLON, LIFETRAC, PODESTA CAPITAL APOLLON, PRISM ADVISORY GROUP, PROPER WEALTH MANAGEMENT, R3 CAPITAL, TREE CITY ADVISORS OF APOLLON, WESTSIDE WEALTH MANAGEMENT OF APOLLON

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2018 (8 years)

Employees

Total: 199. Performing investment advisory functions: 115.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCGoldman Sachs Custody SolutionsRaymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

28 other offices, as of the October 2026 filing

Atlanta, GAAugusta, GAAventura, FLBarrington, ILBoise, IDBrintree, MACamp Hill, PACharleston, SCChicago, ILColumbia, SCColumbus, OHCrown Point, INGreenwood Village, COHighlands Ranch, COLancaster, PALos Angeles, CALouisville, KYMiami Beach, FLNew York, NYNewtown, PAOwing Mills, MDPeachtree Corners, GAPortland, MERockland, MERockville, MDSpringfield, MOTampa, FLWinston-Salem, NC

States registered or notice-filed

51 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,564,907,999 in the October 2021 data and $11,563,665,739 in the October 2026 data, up 639%.

Total employees: 39 in October 2021 and 199 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name R3 Capital.
   • Added the business name ADH Wealth.
   • Changed its office addresses in Portland, ME.
   • Updated its list of owners and control persons (Schedule A).
2. April 2026
   • No longer lists the business name CJ Lawrence, a Division of Apollon Wealth Management.
   • No longer lists the business name Piershale Financial Group of Apollon.
   • No longer lists the business name Pelley Group of Apollon.
   • No longer lists the business name Livetrac.
   • Added the business name Chornyak & Associates.
   • Added the business name CJ Lawrence.
   • Added the business name Lifetrac.
   • Regulatory assets under management went from $7,720,756,861 to $11,563,665,739 (+50%).
   • Changed its office addresses in Atlanta, GA.
   • Changed its office addresses in Miami Beach, FL.
   • Added an office in Columbus, OH.
   • Added an office in Crown Point, IN.
   • Added an office in Lancaster, PA.
   • Added an office in Los Angeles, CA.
   • Added an office in Louisville, KY.
   • Added an office in Portland, ME.
   • Added an office in Winston-Salem, NC.
   • No longer lists an office in Austin, TX.
   • No longer lists an office in San Juan, PR.
3. February 2026
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.