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Apollon Wealth Management, LLC

● SEC registered since 2018CRD 291902SEC# 801-112350Mount Pleasant, SC
Export (members)
Ranks #793 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$7.72B
Fund GAV
$53.9M
Private funds
4
Employees
179
Accounts
20,798
Location
Mount Pleasant, SC

Apollon Wealth Management, LLC assets under management

Apollon Wealth Management, LLC operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2018. It reports $7.7 billion in regulatory assets under management and employs 179 people. Apollon Wealth Management, LLC manages 4 private funds with combined gross assets of $53.9 million, including Prism Jade Fund, LP. By regulatory assets, it ranks 793 of 5,911 private fund managers.

Apollon Wealth Management, LLC private funds

4 funds · $53.9M GAV
FundTypeGross assetsMin.
Prism Jade Fund, LPHedge$27.3M$100K
Apollon Private Credit FundOther Private$15.6M$100K
Apollon Private Credit Fund IIOther Private$6M$250K
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Apollon Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Apollon Holdings, LLC ControlManaging MemberOver 75%2017
Michael Anson Herman ControlChief Compliance OfficerUnder 5%2021
Michael Jason Dolberg ControlFounding Partner And Chief Executive OfficerUnder 5%2018
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Frequently asked questions

How much does Apollon Wealth Management, LLC manage?

Apollon Wealth Management, LLC reports $7.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Apollon Wealth Management, LLC manage?

Apollon Wealth Management, LLC manages 4 private funds with combined gross assets of $53.9 million.

How many employees does Apollon Wealth Management, LLC have?

Apollon Wealth Management, LLC reports 179 employees.

Where is Apollon Wealth Management, LLC located?

Apollon Wealth Management, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2018.

Does Apollon Wealth Management, LLC disclose fund performance?

Apollon Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Coleman Blvd, Suite 402, Mount Pleasant, SC 29464
Phone843-579-0018
Office hours8:30a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1764387
Discloses disciplinary historyNo

Assets under management

Discretionary$7.36B
Non-discretionary$356.6M
Total (RAUM)$7.72B