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APOLLO WEALTH MANAGEMENT, LLC

· CRD 144673 · IAPD ↗ · apollowm.com · 716-783-1610

$39.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — APOLLO WEALTH MANAGEMENT, LLC reported RAUM up 25% ($31.3M -> $39.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — APOLLO WEALTH MANAGEMENT, LLC reported RAUM down 55% ($70.0M -> $31.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.