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Building 2APOLLO WEALTH MANAGEMENT, LLC

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Phone716-783-1610
NotebookSEC #801-115244
Total AUM
$39.3M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
716-783-1610

ReceiptFinancials

Total AUM
$39.3M
Accounts
10
Discretionary
$2.2M
Accounts
7
Non-Discretionary
$37.1M
Accounts
3

ContactClients

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Individual Clients
7
AUM
$2.2M
Pension/Profit Sharing Plan Clients
3
AUM
$37.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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