Apollon Wealth Management, LLC
Apollon Wealth Management, LLC is a full-service, SEC-registered investment adviser headquartered in Charleston, SC, with offices and advisors across the United States. Founded in 2018, the firm provides holistic wealth management, financial planning, and investment management services to individuals, families, business owners, and institutional clients. Apollon emphasizes a fee-based, fiduciary standard, building customized portfolios and plans for each client. As of 2025, Apollon employs approximately 179 professionals and is dedicated to leveraging technology and team-based expertise to deliver high-touch service.
Investment Strategy
Apollon Wealth Management employs a client-centric, comprehensive wealth management approach. They start every relationship with a deep-dive discovery process to understand client goals, risk tolerance, time horizon, and personal vision. Portfolios are tailored based on each investor’s unique financial profile, leveraging a broad network of custodians and investment solutions. The firm operates on a fee-based, fiduciary model with no allegiance to proprietary products, prioritizing clients’ best interests. Apollon also supports independent advisors via a partnership model, enabling them to deliver best-in-class tools and resources to clients.
Top Holdings
Equity Positions (1,283)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.33% | $243.5M | 1,304,829 | $58.07 | $186.58 | +$40.5M |
A AAPL | APPLE INC | 3.83% | $215.0M | 844,540 | $193.56 | $254.63 | +$39.6M |
I IVV | ISHARES TR | 3.74% | $210.5M | 314,526 | $516.27 | $669.30 | +$21.3M |
M MSFT | MICROSOFT CORP | 3.38% | $190.3M | 367,326 | $352.00 | $517.95 | +$14.9M |
V VOO | VANGUARD INDEX FDS | 2.01% | $113.0M | 184,460 | $493.98 | $612.38 | +$10.1M |