MOUNT PLEASANT, SCCRD 291902Latest ADV March 31, 2026
Apollon Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated March 31, 2026, reports $11.6B in regulatory assets under management, 199 employees, 51 offices, and 24,984 accounts.
Assets Under Management
$11.6B
Employees
199
Offices
51 offices
Total Clients
8,389
Primary office
MOUNT PLEASANT, SC
111 COLEMAN BLVD, SUITE 402, MOUNT PLEASANT, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
5,613
2
HNWI
32.1%
2,697
3
Corporations
0.6%
47
4
Pension Plans
0.3%
22
5
Charitable
0.1%
5
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.6Bas of March 31, 2026
Discretionary96.8%
$11.2B
97% of total RAUM96.8%
Non-discretionary3.2%
$372M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.6B
Total Accounts24,984
10Y AUM Change+$11.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees199
Clients per Employee42:1
10Y Employee Change+198 (+19800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.