APOLLON WEALTH MANAGEMENT, LLC

111 Coleman Blvd
Suite 402
Mount Pleasant, South Carolina 29464
Tel: 843-579-0018

About APOLLON WEALTH MANAGEMENT, LLC

APOLLON WEALTH MANAGEMENT, LLC, formally registered with the SEC as APOLLON WEALTH MANAGEMENT, LLC. The firm was established in 01/22/2018. They have over 35 offices throughout the country.

APOLLON WEALTH MANAGEMENT, LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $5,519,652,128 assets under management, offering retirement planning & investment advisory services to 15301 clients. The firm is staffed with 167 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291902
SEC#	801-112350
Assets Managed by Firm	$5,519,652,128
No. of Clients	15301
No. of Advisors	167

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	15301	$5,519,652,128
Individuals (other than high net worth individuals)	3465	$1,173,904,810
High net worth individuals	1402	$4,048,549,190
Pension and profit sharing plans	9	$65,041,588
Charitable organizations	1	$10,089,613
Corporations or other businesses	24	$171,283,160

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LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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