firm profile
Apollon Wealth Management, LLC
Overview
Apollon Wealth Management, LLC is an SEC registered investment adviser based in Mount Pleasant, SC, registered since 2018. It reports $11.6B in assets under management across 24,984 accounts, with 199 employees. It has 140 investment adviser representatives.
- Reported AUM
- $11.6B
- Discretionary
- 97%
- Accounts
- 24,984
- Average account
- $463K
- Employees
- 199
- Advisory reps
- 140
- Registered since
- 2018
- Jurisdictions
- 51
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Bradley Jason Goodman Chief Operating Officer CRD 5064719
- Michael Anson Herman Chief Compliance Officer CRD 2787565
- Robert Hy Gorman Founding Partner, Chief Development Officer CRD 4914983
1 more executive officer, with direct contact details
Advisory reps 3 of 140
- Kirk Gerard Aguer Jr. Insurance Agent · Investment Adviser Rep CRD 4641265
- Dax Carlyle Allred Registered Rep · Investment Adviser Rep CRD 7841428
- James Robert Almquist Insurance Agent · Investment Adviser Rep CRD 6609309
137 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 111 Coleman Blvd Ste 402
Mount Pleasant, SC 29464 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: bridgemark.apollonwealth.com
Every state, with registration dates
Similar firms near Mount Pleasant
- Apollon Financial, LLCMount Pleasant, SC$1.4B AUM
- Morris Financial Concepts, Inc.Mount Pleasant, SC$538M AUM
- Gunderson Capital ManagementMount Pleasant, SC$396M AUM
- Saos Capital, LLCMount Pleasant, SC$239M AUM
- 360 Financial Partners, LLCMount Pleasant, SC$207M AUM
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