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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Apollon Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Apollon Wealth Management invest in?","answer":"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. 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