{
  "crd_number": 291902,
  "slug": "apollon-wealth-management-llc-mount-pleasant-sc-291902",
  "primary_business_name": "APOLLON WEALTH MANAGEMENT, LLC",
  "legal_name": "APOLLON WEALTH MANAGEMENT, LLC",
  "dbas": [
    "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"
  ],
  "city": "Mount Pleasant",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-22",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 11563665739.0,
  "raum_discretionary": 11191294769.0,
  "raum_non_discretionary": 372370970.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 199,
  "advisory_employees": 115,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 21225099.0,
      "count": 5
    },
    "individuals": {
      "raum": 1913109741.0,
      "count": 5613
    },
    "insurance_companies": {
      "raum": 1142384.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 59105961.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 9240123939.0,
      "count": 2697
    },
    "pooled_investment_vehicles": {
      "raum": 53163969.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 275794646.0,
      "count": 47
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://adifo.net",
    "https://apollonwealth.com",
    "https://apollonwealthmanagement.com",
    "https://braintree.apollonwealth.com",
    "https://bridgemark.apollonwealth.com",
    "https://catalystwealthmanagement.com",
    "https://charlestonfinancialplan.com",
    "https://cic-wealth.com",
    "https://facebook.com/apollonwealthmanagement",
    "https://instagram.com/apollonwealth",
    "https://jewilson.com",
    "https://linkedin.com/company/apollon-wealth-management",
    "https://podestacapital.com",
    "https://prismadvisoryllc.com",
    "https://properguidance.com",
    "https://singularityfs.com",
    "https://tampawealthadvisor.com",
    "https://tampawealthadvisor.net",
    "https://treecityadvisors.com",
    "https://twitter.com/ApollonWealth",
    "https://vimeo.com/user156636481"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291902",
  "city_as_filed": "MOUNT PLEASANT",
  "url": "https://advisorcensus.com/firm/apollon-wealth-management-llc-mount-pleasant-sc-291902",
  "display_name": "Apollon Wealth Management, LLC",
  "summary": "Apollon Wealth Management, LLC is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Apollon Wealth Management, LLC (CRD 291902): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Apollon Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Apollon Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Apollon Wealth Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Apollon Wealth Management, LLC located?",
      "a": "Apollon Wealth Management, LLC's principal office is in Mount Pleasant, SC, according to its Form ADV; the October 2026 filing also lists 28 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Apollon Wealth Management, LLC registered with the SEC or a state?",
      "a": "Apollon Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291902."
    },
    {
      "q": "How much does Apollon Wealth Management, LLC manage?",
      "a": "Apollon Wealth Management, LLC reports $11,563,665,739 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (97% discretionary)."
    },
    {
      "q": "How have Apollon Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Apollon Wealth Management, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Apollon Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,613); high net worth individuals (2,697); corporations or other businesses not listed above (47)."
    },
    {
      "q": "Which custodians does Apollon Wealth Management, LLC use?",
      "a": "Apollon Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Goldman Sachs Custody Solutions and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Apollon Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/291902"
    },
    {
      "q": "Does Apollon Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Apollon Wealth requires a minimum relationship size of $250,000 to effectively implement its investment process. This amount may be waived or reduced at the Advisor’s sole discretion.\""
    },
    {
      "q": "What changed in Apollon Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: 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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1564907999.0,
      "total_employees": 39,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2580046213.0,
      "total_employees": 92,
      "filing_date": "2022-08-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3362897429.0,
      "total_employees": 117,
      "filing_date": "2023-09-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 5519652128.0,
      "total_employees": 167,
      "filing_date": "2024-06-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7720756861.0,
      "total_employees": 179,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 11563665739.0,
      "total_employees": 199,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Assets under management fees range up to 2.00% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Apollon Wealth requires a minimum relationship size of $250,000 to effectively implement its investment process. This amount may be waived or reduced at the Advisor’s sole discretion."
        ]
      }
    ],
    "quotes": [
      "Assets under management fees range up to 2.00% annually.",
      "Apollon Wealth requires a minimum relationship size of $250,000 to effectively implement its investment process. This amount may be waived or reduced at the Advisor’s sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/apollon-wealth-management-llc-mount-pleasant-sc-291902.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5613,
      "fewer_than_5": false,
      "raum": 1913109741.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2697,
      "fewer_than_5": false,
      "raum": 9240123939.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 53163969.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 59105961.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 21225099.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1142384.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 47,
      "fewer_than_5": false,
      "raum": 275794646.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291902",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}