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APOLLON WEALTH MANAGEMENT, LLC

MOUNT PLEASANT, SC · CRD 291902 · IAPD ↗ · bridgemark.apollonwealth.com · 843-579-0018

$11.56BRegulatory AUM
115Advisory reps
199Employees
197Clients
101-250Planning clients
4Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — APOLLON WEALTH MANAGEMENT, LLC reported RAUM up 50% ($7.72B -> $11.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — APOLLON WEALTH MANAGEMENT, LLC added office(s): 34 -> 56 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — APOLLON WEALTH MANAGEMENT, LLC reported RAUM up 40% ($5.52B -> $7.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — APOLLON WEALTH MANAGEMENT, LLC grew from 93 to 115 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — APOLLON WEALTH MANAGEMENT, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — APOLLON WEALTH MANAGEMENT, LLC reported RAUM up 64% ($3.36B -> $5.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — APOLLON WEALTH MANAGEMENT, LLC grew from 71 to 93 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2024 — APOLLON WEALTH MANAGEMENT, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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