Clients
Apollon Wealth Management serves 8,389 clients, 2,697 of them high-net-worth individuals. The average client has about $1.4 million with the firm, and high-net-worth clients hold 80% of its $11.6 billion in assets.
- Individuals5,613 clients17%
- High-net-worth individuals2,697 clients80%
- Corporations and other businesses47 clients2%
- OtherPooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Insurance companies1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5,613 | $1,913,109,741 | 16.5% | $341K |
| High-net-worth individuals | 2,697 | $9,240,123,939 | 79.9% | $3.43M |
| Pooled investment vehicles | 4 | $53,163,969 | 0.5% | $13.3M |
| Pension and profit-sharing plans | 22 | $59,105,961 | 0.5% | $2.69M |
| Charitable organizations | 5 | $21,225,099 | 0.2% | $4.25M |
| Insurance companies | 1 | $1,142,384 | 0.0% | $1.14M |
| Corporations and other businesses | 47 | $275,794,646 | 2.4% | $5.87M |
| Total | 8,389 | $11,563,665,739 | 100% | $1.38M |
- Clients
- 5,613
- Regulatory AUM
- $1,913,109,741
- Share
- 16.5%
- Avg. per client
- $341K
- Clients
- 2,697
- Regulatory AUM
- $9,240,123,939
- Share
- 79.9%
- Avg. per client
- $3.43M
- Clients
- 4
- Regulatory AUM
- $53,163,969
- Share
- 0.5%
- Avg. per client
- $13.3M
- Clients
- 22
- Regulatory AUM
- $59,105,961
- Share
- 0.5%
- Avg. per client
- $2.69M
- Clients
- 5
- Regulatory AUM
- $21,225,099
- Share
- 0.2%
- Avg. per client
- $4.25M
- Clients
- 1
- Regulatory AUM
- $1,142,384
- Share
- 0.0%
- Avg. per client
- $1.14M
- Clients
- 47
- Regulatory AUM
- $275,794,646
- Share
- 2.4%
- Avg. per client
- $5.87M
Total
- Clients
- 8,389
- Regulatory AUM
- $11,563,665,739
- Share
- 100%
- Avg. per client
- $1.38M
What it does
Apollon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting and selecting other managers. It is paid through a percentage of assets, hourly charges and fixed fees.
Apollon Wealth Management provided financial planning to 101–250 clients last fiscal year and advises 4 private funds.
96.8% of assets ($11.19B across 19,905 accounts) are managed with discretion; $372.4M across 5,079 accounts are not. 1% of clients are outside the U.S., and 197 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks29%
- Funds53%
- Registered funds49%
- Pooled vehicles4%
- Bonds7%
- Investment grade corporate bonds3%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash9%
- Other2%
- Derivatives1%
- Managed annuities, cd, defined contribution plans, uit1%
Custodians
Apollon Wealth Management’s client accounts are held mainly at Charles Schwab, with 44% of managed assets, and Fidelity, with 22%. Apollon Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $5.15B44%
- Raymond JamesRaymond James & Associates, Inc. · ST. Petersburg, FL · $1.12B10%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.50B22%
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $1.74B15%
- All other custodians$1.06B9%
Ownership and leadership
Apollon Holdings, LLC owns 75% or more of Apollon Wealth Management, and Michael Dolberg is its CEO.
- Owns 75% or more of Apollon Wealth Management, LLC
Apollon Holdings, LLC
Control person · since December 2017
- Owns 75% or more of Apollon Holdings, LLC
Prestige Worldwide, LLC
Control person · since February 2018
- Owns 50% to 75% of Prestige Worldwide, LLC
Michael Dolberg
Control person · since February 2018
- Owns 50% to 75% of Prestige Worldwide, LLC
Robert Gorman
Control person · since February 2018
- Owns 75% or more of Apollon Holdings, LLC
TFCWM LLC
Control person · since May 2025
Leadership
- Michael DolbergFounding Partner and Chief Executive Officer
- Michael HermanChief Compliance Officer
- Robert GormanFounding Partner and Chief Development Officer
Staff
- 199 employees
- 115 in advisory functions
- 126 state-registered reps
- 32 broker-dealer reps
- 50 insurance agents
- 37 soliciting firms
Reported holdings
Apollon Wealth Management’s reported 13F holdings total $8.23B across 1,587 positions, and the ten largest make up 22.5% of it.
- $8.23B
- Reported 13F value
- 1,587
- Positions
- 22.5%
- In the 10 largest
- +33.8%
- Value vs. prior quarter
- Nvidia Corporation3.6%
- iShares TR · Core S&P500 ETF3.5%
- Apple Inc.3.3%
- Amazon Com Inc.2.0%
- Microsoft Corp.1.9%
- Vanguard Index Fds · S&P 500 ETF Shs1.8%
- American Centy ETF TR · US Large Cap Vlu1.8%
- Vanguard Scottsdale Fds · Vng Rus1000grw1.8%
- Alphabet Inc. · Cap Stk CL A1.6%
- Broadcom Inc.1.4%
Together, the ten largest are 22.5% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $8.23B is not its $11.56B in regulatory assets and does not represent any individual client's portfolio.
Fees
Apollon Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Apollon Wealth Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Apollon Wealth Management has 51 offices (17 private residences, listed without an address), with 33 listed addresses across 17 states.
Georgia · 4 listed addresses
- 5550 Triangle Parkway, Peachtree Corners
- 3633 Wheeler Road, Augusta
- 3344 Peachtree Road Ne, Atlanta
- 3379 Peachtree Road Ne, Atlanta
South Carolina · 4 listed addresses
- 111 Coleman BLVD, Suite 402, Mount PleasantHQ
- 2 Wharfside ST, Charleston
- 2431 Devine ST, Columbia
- 1320 Main ST, Columbia
Florida · 3 listed addresses
- 1601 Washington Ave, Miami Beach
- 4016 Henderson BLVD, Tampa
- 19505 Biscayne BLVD, Aventura
Maryland · 3 listed addresses
- 1 Research CT, Rockville
- 10451 Mill Run Circle, Owing Mills
- 1101 Wootton Parkway, Rockville
Pennsylvania · 3 listed addresses
- 28 E Roseville RD, Lancaster
- 4 Caufield Place, Newtown
- 4660 Trindle Road, Camp Hill
Colorado · 2 listed addresses
- 6312 South Fiddler'S Green Circle, Greenwood Village
- 9805 Burberry Way, Highlands Ranch
Illinois · 2 listed addresses
- 233 S Wacker DR, Chicago
- 1531 S Grove Ave, Barrington
Kentucky · 2 listed addresses
- 3432 Stony Spring Circle, Louisville
- 9400 Williamsburg Plaza, Louisville
Maine · 2 listed addresses
- 200 Middle ST, Portland
- 91 Camden Street, Rockland
California · 1 listed address
- 1901 Avenue of the Stars, Los Angeles
Idaho · 1 listed address
- 1673 W Shoreline DR, Boise
Indiana · 1 listed address
- 105 North Court ST., Crown Point
Massachusetts · 1 listed address
- 25 Braintree Hill Office Park, Brintree
Missouri · 1 listed address
- 4411 E. Sunshine, Springfield
New York · 1 listed address
- 1330 Ave of Americas, New York
North Carolina · 1 listed address
- Reynolda Village, 114-P, Winston-Salem
Ohio · 1 listed address
- 716 MT. Airyshire Boulevard, Columbus
Other business names
Apollon Wealth Management has reported 19 other business names to the SEC.
- Adh Wealth
- Adi Dassler International Family Office
- Apollon Bridgemark
- Apollon New England
- Bluechip Wealth Management
- CJ Lawrence
- CJL
- Catalyst Apollon
- Chornyak & Associates
- Cic Wealth
- Jason Young and Associates
- Je Wilson of Apollon
- Lifetrac
- Podesta Capital Apollon
- Prism Advisory Group
- Proper Wealth Management
- R3 Capital
- Tree City Advisors of Apollon
- Westside Wealth Management of Apollon
Registration details
- Legal name
- Apollon Wealth Management, LLC
- Headquarters
- 111 Coleman BLVD, Suite 402, Mount Pleasant, SC 29464
- Phone
- 843-579-0018
- Website
- apollonwealthmanagement.com
- SEC file
- 801-112350
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Apollon Wealth Management have?
Apollon Wealth Management has 8,389 clients and manages $11.6 billion for them, as of September 2026. They include 5,613 other individuals, 2,697 high-net-worth individuals and 47 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Apollon Wealth Management offer?
Apollon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Apollon Wealth Management use?
Apollon Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $5,145,524,576, Fidelity Brokerage Services LLC (Smithfield, RI), with $2,496,224,597, Folio Investments, Inc. (McLean, VA), with $1,736,802,019 and Raymond James & Associates, Inc. (ST. Petersburg, FL), with $1,120,857,895. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Apollon Wealth Management have?
Apollon Wealth Management has 126 investment adviser representatives registered with state securities authorities, out of 199 employees, and 115 perform investment advisory functions. 32 are registered representatives of a broker-dealer and 50 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Apollon Wealth Management invest in?
At the end of its last fiscal year, Apollon Wealth Management’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 9% cash and equivalents, 4% pooled vehicles (private funds and similar), 3% investment grade corporate bonds, 2% U.S. government and agency bonds, 2% state and local bonds, 1% derivatives and 1% managed annuities, cd, defined contribution plans, uit. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Apollon Wealth Management?
Apollon Wealth Management is owned through a chain of holding companies by Michael Dolberg, Robert Gorman and TFCWM LLC. Its direct owner is Apollon Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Apollon Wealth Management get paid?
Apollon Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file