APOLLON WEALTH MANAGEMENT, LLC
Latest filing: Apr 25, 2025 (143 days ago)
AUM
$7,720,756,861
40% change vs. 1 year ago
206% change vs. 3 years ago
2145% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
179
7% change vs. 1 year ago
95% change vs. 3 years ago
397% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MOUNT PLEASANT, SC
111 COLEMAN BLVD, MOUNT PLEASANT, SC, UNITED STATES, 29464
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $7.4 |
| Non-Discretionary | $0.4 |
| Total | $7.7 |
| Client | AUM |
|---|---|
| Retail | $7.4 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $7.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 4,931 | $1.9 |
| Average Individual AUM | $387,134 | |
| HNW | 1,785 | $5.5 |
| Average HNW AUM | $3,061,322 | |
| Retail Total | 6,716 | $7.4 |
| Average Retail AUM | $1,097,888 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $2.7 |
| RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG-FL-USA | $1.0 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.9 |
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $7.7 |
| Retail SMA AUM | $7.4 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 30% | $2.3 |
| Equity Non-Exch | 1% | $0.1 |
| Govt Agency | 3% | $0.2 |
| Municipal | 3% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.1 |
| Investment Companies | 43% | $3.3 |
| Other Pools | 4% | $0.3 |
| Cash | 8% | $0.6 |
| Other | 3% | $0.2 |
| Total | 100% | $7.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| APOLLON FINANCIAL, LLC | $0.9 | 321217 | |
| BH ASSET MANAGEMENT, LLC | $0.1 | 152117 | |
| ADVISOR INSURANCE SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
97 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN WILEY | MOUNT PLEASANT | SC | S66|2000-08-07 | ||||||
| JASON ROSENER | MOUNT PLEASANT | SC | S63|1999-12-09|S66|2000-10-16 | CERTIFIED FINANCIAL PLANNER | |||||
| PATRICIA ERICKSON | MOUNT PLEASANT | SC | S63|1983-11-28|S65|1998-12-18 | ||||||
| ANTHONY BOYKIN | MOUNT PLEASANT | SC | S66|2000-11-15 | ||||||
| DARLYNN SLOSAR | MOUNT PLEASANT | SC | S65|2020-03-06 | ||||||
| JENNIFER THIGPEN | MOUNT PLEASANT | SC | S66|2000-08-29 | CERTIFIED FINANCIAL PLANNER | |||||
| LUKE DILLON | MOUNT PLEASANT | SC | S66|2013-05-29 | ||||||
| ALAN HOLMAN | MOUNT PLEASANT | SC | S63|1998-07-22 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIANA ANDREONI | MOUNT PLEASANT | SC | S66|2006-07-07 | ||||||
| JOHN HALLIBURTON | MOUNT PLEASANT | SC | S63|1999-12-16|S65|1999-12-23|S66|2015-10-12 | ||||||
| JEFFEREY WOOD | MOUNT PLEASANT | SC | S66|2008-08-26 | ||||||
| KRISTEN MCKEOWN | MOUNT PLEASANT | SC | S63|2004-08-10|S65|2007-07-23 | CHARTERED FINANCIAL CONSULTANT | |||||
| DAVID PIERCE | MOUNT PLEASANT | SC | S63|2002-11-19|S65|2004-11-09 | ||||||
| SIMEON EAVES | MOUNT PLEASANT | SC | S63|1995-05-26 | CHARTERED FINANCIAL CONSULTANT | |||||
| ROBERT SAVINO | MOUNT PLEASANT | SC | S63|1987-11-02|S66|2007-01-12 | CHARTERED FINANCIAL CONSULTANT | |||||
| HENRY SILVA | MOUNT PLEASANT | SC | S65|2019-08-27|S63|2018-11-01 | ||||||
| JASON YOUNG | MOUNT PLEASANT | SC | S66|2005-12-28 | ||||||
| PERRIN BERRY | MOUNT PLEASANT | SC | S65|2023-10-26 | ||||||
| JAMES WILSON | MOUNT PLEASANT | SC | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL HERMAN | MOUNT PLEASANT | SC | S63|1997-08-21|S65|1998-01-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $7.7 | $0.0 | 0% | 179 | 0 | 0% |
| 2025-04-21 | $7.7 | $0.0 | 0% | 179 | 0 | 0% |
| 2024-04-02 | $5.5 | $2.2 | 40% | 167 | 12 | 7% |
| 2023-04-04 | $3.4 | $4.4 | 130% | 117 | 62 | 53% |
| 2022-04-01 | $2.5 | $5.2 | 206% | 92 | 87 | 95% |
| 2021-04-05 | $1.6 | $6.2 | 393% | 39 | 140 | 359% |
| 2020-04-01 | $0.3 | $7.4 | 2145% | 36 | 143 | 397% |
| 2019-04-01 | $0.2 | $7.5 | 3048% | 30 | 149 | 497% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 9 | 170 | 1889% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| SC, AK-01/11/2023, AL-03/31/2022, AR-03/31/2022, AZ-03/31/2022, CA-02/15/2018, CO-10/28/2020, CT-02/15/2018, DC-12/23/2020, DE-09/08/2021, FL-02/15/2018, GA-02/15/2018, IA-03/29/2024, ID-03/31/2022, IL-03/30/2020, IN-09/14/2023, KS-03/31/2022, KY-03/31/2022, LA-01/11/2023, MA-09/08/2021, MD-03/31/2022, ME-07/26/2021, MI-03/31/2022, MN-03/31/2022, MO-12/23/2020, MS-03/31/2022, MT-07/26/2021, NC-02/15/2018, ND-03/31/2022, NE-03/31/2022, NH-09/08/2021, NJ-09/17/2021, NM-03/31/2022, NV-03/31/2022, NY-02/15/2018, OH-09/08/2021, OK-11/04/2022, OR-07/08/2019, PA-02/15/2018, PR-11/04/2022, RI-02/26/2024, SC-02/15/2018, SD-03/31/2022, TN-02/15/2018, TX-02/15/2018, UT-03/31/2022, VA-02/15/2018, VT-03/31/2022, WA-03/31/2022, WI-10/28/2020, WV-11/04/2022, WY-09/14/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV