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Building 2APOLLON WEALTH MANAGEMENT, LLC

Map pinMOUNT PLEASANT, SC
Phone843-579-0018
NotebookSEC #801-112350
Total AUM
$11.6B
Employees
199
Clients
8,389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 COLEMAN BLVD
SUITE 402
MOUNT PLEASANT
SC 29464
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
843-579-0018
Other Offices
51

ReceiptFinancials

Total AUM
$11.6B
Accounts
24,984
Discretionary
$11.2B
Accounts
19,905
Non-Discretionary
$372.4M
Accounts
5,079

ContactClients

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Individual Clients
5,613
AUM
$1.9B
HNW Individual Clients
2,697
AUM
$9.2B
Pooled Vehicle Clients
4
AUM
$53.2M
Pension/Profit Sharing Plan Clients
22
AUM
$59.1M
Charitable Organization Clients
5
AUM
$21.2M
Insurance Company Clients
1
AUM
$1.1M
Corporation or Business Clients
47
AUM
$275.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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