APOLLON WEALTH MANAGEMENT, LLC

HTTP://WWW.APOLLONWEALTH.COM CHARLESTON, SC Investment Advisor How do I update this listing?

Apollon Wealth Management is based out of Charleston. Apollon Wealth Management is a large advisory firm with discretionary assets under management (AUM) of $114,257,775 (Form ADV from 2018-08-24). Their last reported 13F filing for Q4 2018 included $108,503,000 in managed 13F securities and a top 10 holdings concentration of 62.14%. Apollon Wealth Management's largest holding is Schwab US Aggregate Bond ETF with shares held of 249,229. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.12%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

APOLLON WEALTH MANAGEMENT, LLC
40 CALHOUN STREET SUITE 240
CHARLESTON SC    29401
Country: United States

Business Phone: 843-579-0018
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 31
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

APOLLON WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-05-22
Name Title Start Date Direct/Indirect % Ownership
APOLLON HOLDINGS, LLC MANAGING MEMBER 12/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
SUNSHINE WEALTH ADVISORS, LLC MANAGING MEMBER direct 2017-12-01
Smith Ducey, Paige, R CHIEF COMPLIANCE OFFICER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2018-02-01
DOLBERG, MICHAEL, JASON FOUNDING PARTNER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC FOUNDING PARTNER direct 2018-02-01
APOLLON WEALTH MANAGEMENT, LLC MEMBER indirect 2018-02-01
CARLSON, JEFFREY, PETER FOUNDING PARTNER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC FOUNDING PARTNER direct 2018-02-01
APOLLON WEALTH MANAGEMENT, LLC MEMBER indirect 2018-02-01
GORMAN, ROBERT, H FOUNDING PARTNER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC FOUNDING PARTNER direct 2018-02-01
APOLLON WEALTH MANAGEMENT, LLC MEMBER indirect 2018-02-01
PRESTIGE WW, LLC MEMBER/OWNER APOLLON HOLDINGS, LLC 02/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC MEMBER/OWNER indirect 2018-02-01
CARLSON, JEFFREY, PETER MEMBER PRESTIGE WW, LLC 02/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC FOUNDING PARTNER direct 2018-02-01
APOLLON WEALTH MANAGEMENT, LLC MEMBER indirect 2018-02-01
DOLBERG, MICHAEL, JASON MEMBER PRESTIGE WW, LLC 02/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC FOUNDING PARTNER direct 2018-02-01
APOLLON WEALTH MANAGEMENT, LLC MEMBER indirect 2018-02-01
GORMAN, ROBERT, H MEMBER PRESTIGE WW, LLC 02/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
APOLLON WEALTH MANAGEMENT, LLC FOUNDING PARTNER direct 2018-02-01
APOLLON WEALTH MANAGEMENT, LLC MEMBER indirect 2018-02-01

Elevate your investments