Data / Investment advisers / South Carolina / Apollon Wealth Management, LLC
Apollon Wealth Management, LLC, Mount Pleasant, SC: $11.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Apollon Wealth Management, LLC is an SEC registered investment adviser with its main office in Mount Pleasant, South Carolina and reports $11.6 billion in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 4 private funds.
The request: Watch Apollon Wealth Management, LLC (CRD number 291902): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 291902
- SEC file number
- 801-112350
- SEC status
- Approved, effective January 22, 2018
- Main office
- 111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
- Phone
- (843) 579-0018
- Website
- bridgemark.apollonwealth.com
- Regulatory AUM
- $11,563,665,739 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $11,191,294,769
- Non discretionary AUM
- $372,370,970
- Accounts
- 24,984
- Employees
- 199, of which 115 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 4: 3 other private funds, 1 hedge fund
- Gross assets of private funds
- $53,163,969
- Other offices
- 51
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,697 | $9.24 billion |
| Individuals (other than high net worth individuals) | 5,613 | $1.91 billion |
| Corporations or other businesses | 47 | $275.8 million |
| Pension and profit sharing plans | 22 | $59.1 million |
| Pooled investment vehicles | 4 | $53.2 million |
| Charitable organizations | 5 | $21.2 million |
| Insurance companies | 1 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.56 billion | March 31, 2026 |
| December 1, 2025 | $7.72 billion | April 25, 2025 |
Other advisers in Mount Pleasant
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | Not listed | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | $395.8 million | Not listed | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | Not listed | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | $206.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mount Pleasant, SC
- Investment advisers in South Carolina
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Apollon Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.