SEC-Registered Investment Adviser
Apollon Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 15, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 22, 2018
- Principal office
- 111 Coleman Blvd, Suite 402, Mount Pleasant, SC 29464
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 51
- Website
- bridgemark.apollonwealth.com
Scale
- Regulatory AUM
- $11.6B
- Discretionary / non-discretionary
- $11.2B / $372.4M
- Attributable to non-US clients
- $238.4M
- Accounts
- 24,984
- Clients
- 197
- Employees
- 199, 115 in advisory roles
- Private funds advised
- 4
- Private fund gross assets
- $53.2M
- Fund types
- 1 hedge funds, 3 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $24.7M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (5,613); high net worth individuals (2,697); pooled investment vehicles (4); pension and profit sharing plans (22); charitable organizations (5); insurance companies (1); corporations or other businesses (47)
- Related persons include
- another investment adviser and an insurance company or agency
- Affiliates
- 2 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 15, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from November 27, 2020 to March 24, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $24.7M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2020 | 1 | $24.7M | 39 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.